Supplemental Needs Trusts, Sole Benefit Trusts, & Special Needs Trusts: Knowing the Difference for Your Estate Planning and Medicaid Clients

Several types of trusts are useful in special needs planning to enable beneficiaries to benefit from trust assets without jeopardizing their eligibility for public benefits: supplemental needs trusts, sole benefit trusts, and special needs trusts. In this webinar, Landon Sandberg, JD, will explain the differences between these trusts, when each type is appropriate, who funds each type of trust, who the trustee and beneficiary is of each type of trust, whether a pay-back provision is required, and more.

Presented by: Landon Sandberg, Special Needs Attorney

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.