Learn how to identify the different types of special needs trusts, the requirements of each type of trust, and how to choose the most appropriate type for your client. Explore drafting and administering special needs trusts, situations in which these trusts can be helpful, and the interplay between government entities and special needs trusts.
Summary of ContentsSpecial Needs Trusts Outline
Special Needs Trusts: Administering, Terminating, and Making Distributions
Administering Special Needs Trusts - Slides
Medicaid Trust Exceptions & Supplemental Security Income (SSI) - Slides