INSTANT DOWNLOAD: “Administering Special Needs Trusts”

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.