Beyond Benefits: Designing Special Needs Trusts for a Lifetime of Change
As public benefits and care systems continue to shift, trustees and advisors must think beyond simple eligibility preservation. In this engaging webinar, Stephen W. Dale, Esq., LLM and Pete Wall of True Link Financial will explore how to design and administer special needs trusts that remain effective for decades—financially, legally, and practically.
Drawing on WealthCounsel’s drafting system, Steve and Pete will demonstrate how concepts such as distribution plans, trust advisory committees, and care management structures can be used to create dynamic, resilient trust plans. They’ll discuss how these tools help integrate the attorney, trustee, and financial advisor into a coordinated management team—balancing flexibility with accountability.
The program will also highlight strategies for sustainable funding, trustee succession, and long-term oversight, using real-world examples of trusts designed to last a lifetime.
Attendees will leave with practical techniques for using WealthCounsel’s platform to draft forward-looking trusts that protect both benefits and quality of life for generations to come.
Presented by: Peter J Wall and Stephen W. Dale, JD
CLE: 1.0 General credit
Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT
(AK, AR, AZ, CT, ND, MO, NH, & TX are 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.
