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The Basics of Special Needs Planning: Protecting Your Clients Who Need the Most (Online Course) |
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Any estate plan may need to include special needs planning. It is one of the fastest growing areas of estate planning and one of the most important in terms of providing value and peace of mind to clients and their families. Knowing the common pitfalls to avoid and solutions to planning challenges is crucial to helping these individuals.
This program highlights all you need to know if you work in the special needs planning arena, including:
- An overview of public benefits programs (SSI, SSDI, Medicare, and Medicaid)
- Government benefits planning
- Tax issues
- Trusts in special needs planning (types of trusts, drafting considerations, trust administration, discretion of trustees, instructions to trustees, and choice of trustee)
- Decision-making options (advance directives, guardianships)
- Resources for special needs planning
This online course includes downloadable course materials.
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During the checkout process, you'll be prompted to enter the name and e-mail address of the person who will be taking the online course ("course registrant"). An e-mail containing your personal link to access the course ("Course URL") will be sent to the e-mail address entered for the course registrant. Simply click on the link (or cut and paste it into your browser). If you are purchasing the course for someone else, please enter that person's name and e-mail address on the Course Registrants page during checkout. You can also write a note for the course registrant, which will be passed along in the e-mail.
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