Why Our Clients Need the Best Special Needs Planning

An overview of the benefits and program-including waiver programs-that our clients may lose or not be deemed eligible if correct planning is not in place. Originally presented as part of the 7th Annual Special Needs Institute.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9016-23R-02

$60.00 or 1.00 credits

Qty: decrease increase

Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove

Expires 11/1/2025

Overview

Sherri Schneider, Family Benefit Solutions, Inc., Buffalo Grove

Expires 11/1/2025

Customers who bought this item also bought

Trust Administration Issues, Including Selecting the Trustee, Designated Rep, Trust Protector, Etc.

P9016-23R-06

The administration of special needs trusts requires thorough evaluation of those involved in their upkeep, including trustees, designated representatives, trust protectors, and more. Originally presented as part of the 7th Annual Special Needs Institute.

$60.00

Drafting 3rd Party Special Needs Trusts

P9016-23R-04

A thorough knowledge of 3rd party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

$45.00

Drafting 1st Party Special Needs Trusts

P9016-23R-05

A thorough knowledge of 1st party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

$30.00