Search

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
decrease increase

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

Expires 11/1/2025

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

Estate Planning for Special Needs

P9004-23R-09A
Get practice pointers for both First-Party and Third-Party Special Needs Trusts and learn how to effectively use expanded powers and planning language in power of attorney documents, wills and trusts to accommodate special needs. Also included are tips for planning for a spouse's disability within an estate plan.
$60.00

Demystifying the Transgender Laws (DCBA)

DCBA2311-R
Every day, the law is evolving related to the rights of transgender individuals. This session will discuss the terminology, state and federal laws related to accommodation of transgender populations.
$45.00
Filters
Sort
display