Holistic Special Needs Trust Planning

Effective special needs trust (SNT) planning goes beyond drafting legal documents—it requires a comprehensive, person-centered approach that integrates financial security, public benefits preservation, and lifetime care management. This session will explore the critical elements of holistic SNT planning, ensuring that the trust functions not only as a financial tool but also as a roadmap for the beneficiary’s lifelong wellbeing. Attendees will learn how to structure trusts to enhance quality of life, coordinate with ABLE accounts and other resources, and ensure continuity of care through effective trustee and care management planning.

Presented by: Kevin Urbatsch

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.