• On-Demand Video

Update of First Party/Payback Special Needs Trusts

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On-Demand Video

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First Party Funded Payback Special Needs Trusts (SNTs) are an essential tool in both proactive and reactive planning for disabled individuals. We will review the history and essentials of Payback SNTs and discuss how recent changes in administrative agency interpretation and the law (including the Special Needs Fairness Act and introduction of 529A ABLE Accounts) affect Payback SNT planning and administration. We will discuss the who’s, what’s, where’s, when’s and why’s of Payback SNTs to leave practitioners with key takeaways to better understand and effectively incorporate Payback SNTs into their planning.

Recorded during a live webinar in April, 2018.

Practice Areas


Nora Gieg Chatha Esq. Tucker Arensberg (Pgh)
Lesley Oakes Esq. PA Department of Human Services (Office of General Counsel Phila)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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