Planning for individuals and families with disabilities requires a specialized set of tools to ensure their unique goals are met. Special needs trusts can significantly enhance a beneficiary’s quality of life, but they involve specific drafting requirements and ongoing compliance obligations that must be carefully followed.
In this webinar, Jim Wolverton, J.D., Director of Fiduciary Education at True Link Financial, will provide a clear and accessible overview of the fundamentals of special needs trusts. He will break down complex legal and practical considerations into a straightforward, easy-to-understand presentation designed for both new and experienced professionals.
During the session, attendees will learn about:
- The basics of Supplemental Security Income (SSI) qualification and continued eligibility requirements
- Drafting requirements for effective special needs trusts, including first-party, third-party, and pooled trusts
- Practical tools and best practices for fiduciaries managing special needs trusts
Whether you are an experienced practitioner or new to special needs planning, this course offers valuable insights to help you better serve beneficiaries and their families. Join us for this high-level review of these essential planning tools!
*1.0 hour standard CLE pending
