Special Needs Trusts:
What You Need to Know - -
Or Else!
You’re probably aware that, if an estate plan beneficiary is currently receiving government benefits, the best way to preserve those benefits, and the beneficiary’s quality of life, is to set up a “Special Needs Trust.”
But if the Trust isn’t set up properly, it can be a disaster - - and how familiar are you with the intricacies of how a Special Needs Trust needs to be designed, drafted and implemented?
Do you know…
-
The two different types of Special Needs Trust?
-
What the “POMS” considerations are when drafting a Special Needs Trust?
-
How to address the 3 key issues of “availability”, transfer penalties and “payback”?
Whether you’re a CPA, financial advisor or estate planning attorney, find out “what you need to know” about Special Needs Trusts on a very special 60 minute teleconference with one of the nation’s leading authorities, attorney Thomas D. Begley, Jr. As co-author of the Special Needs Trusts Handbook, a founding member of the Special Needs Alliance (a national network of lawyers dedicated to serving families of persons with disabilities) and a recipient of the prestigious NAELA President’s Award, Tom has an exceptional level of knowledge and experience to share with you.
Join us for this special 60 minute presentation entitled, "What's So Special About Special Needs Trusts?".
PROGRAM DETAILS:
Teleconference Date: November 15, 2011
Duration: 60 minutes
Cost: $139 $129
Speaker: Thomas D. Begley, Jr., Esq.
Purchase Includes: Handout Materials and MP3 Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient!
By Phone: Call us at 1-866-754-6477
|