Special Needs Trusts

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On-Demand Video
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Identify the types of special needs trusts and how to choose the most appropriate type

  • trust funded with disabled beneficiary‚Äôs assets
  • trust funded with third-party assets
  • pooled trusts
  • ABLE accounts

Identify the requirements of each type of trust and learn how to draft and administer special needs trusts

  • selection of trustee
  • the role of the corporate fiduciary in administering SNTs
  • relationships with trustee
  • creation
  • operation
  • taxes
  • administrative issues
  • identifying situations where special needs trusts are helpful: personal injury settlements, divorce, estate and trust plans
  • knowing when to establish a pooled trust through a nonprofit agency
  • planning for care of disabled persons
  • understanding the interplay between various government entities and special needs trusts: Pennsylvania Department of Human Services and special needs trusts (Medicaid), Social Security Administration and special needs trusts (SSI)


No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.