The Basics of Special Needs Benefits and Trust Planning
Special needs planning is a great addition to any estate planning practice. Understanding the basic public benefits and trust planning techniques allows you to provide additional value to your clients as they plan to protect their loved ones with disabilities. During this webinar, Jim Wolverton will cover the basic benefits, qualification rules, and special needs trust planning techniques.
The following are some learning objectives of the course:
- Understand the public benefits that families rely on for their loved ones with special needs
- Understand the basic parameters of qualifying for benefits and the pitfalls to avoid in an estate plan
- Understand the difference between a first-party special needs trust, a third-party supplemental needs trust, and a pooled special needs trust
Presented by: Jim Wolverton, JD
CLE: 1.0 general credit
States Pre-Approved: AR, CA, CO, GA, FL, IL, NC, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT
Eligible to claim credit: AK, AZ, CT, MO, ND, NH
We will supply you with the information needed to apply in other states.
Contact firstname.lastname@example.org for CLE assistance.
WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.