Knowing How to Draft SNTs is One Thing,
But Knowing How to Properly Administer
Them is a Whole ‘Nother Thing!
A properly drafted Special Needs Trust (“SNT”) can preserve a disabled beneficiary’s public benefits—but only if it is also properly administered!
Most people appointed as Trustee do not have the first clue about administering an SNT. What’s worse, most estate planning attorneys and financial advisors have very little experience or knowledge of administering an SNT! How can we better help these clients?
This is why we have brought in nationally renowned estate planning attorney and SNT expert, Kevin Urbatsch, J.D., California State Bar Certified Specialist in Estate Planning, Trust & Probate Law to put together this practical presentation entitled, “Administering Special Needs Trusts”.
During this 86-minute presentation, you will learn:
- How to carve out special needs planning as a niche that will differentiate you from the competition (while also protecting yourself from future malpractice liability)
- Understanding the most common mistakes attorneys make when administering Special Needs Trusts (and how to avoid them!)
- Ensuring that distributions do not interfere with a beneficiary’s ability to receive much-needed government benefits
- What are the SNT reporting requirements to public agencies
- The key differences between the various types of Special Needs Trusts, along with how do they impact your clients differently
- When and how should you terminate a Special Needs Trust
- And much more!
Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Administering Special Needs Trusts
- Speaker: Kevin Urbatsch
- Duration: 86 minutes
Purchase
Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.
NOTE: PDF Transcript available as an add-on for an additional fee during checkout.
SKU KU073024IDP
ABOUT THE SPEAKER
Kevin Urbatsch
J.D., California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Kevin Urbatsch, J.D. owns the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Berkeley, California. He has practiced law for over 30-years. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP), a national special needs and settlement planning professional organization. He is a State Bar of California, Certified Specialist in Estate Planning, Trust and Probate law. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC).
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.