Knowing How to Draft a Special Needs Trust
Is One Thing,
Knowing How to Properly Administer It
Is a Whole ‘Nother Thing!
A Special Needs Trust, correctly drafted, can preserve a disabled beneficiary’s public benefits - - but only if the SNT is also properly administered!
And consider this…most people appointed as Trustee don’t have a clue! And most estate planning attorneys and financial advisors have very little experience or knowledge of how to administer an SNT either!
You have the opportunity to carve out a planning niche that will differentiate you from the competition (while also protecting yourself from future malpractice liability) by learning the answers to:
- What are the most common mistakes in administering Special Needs Trusts (and how to avoid them)?
- How do you make distributions that will not interfere with public benefits?
- What are the SNT reporting requirements to public agencies?
- What are the key differences between the various types of Special Needs Trusts and how do they impact your clients differently?
- How and when should you terminate a Special Needs Trust?
Learn how to solve these and other critical SNT and critical disability planning issues by joining us on for a program entitled, “Administering Special Needs Trusts” sponsored by the Academy of Special Needs Planners with guest speaker, estate planning attorney and California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, Kevin Urbatsch.
- Program Title: Administering Special Needs Trusts
- Speaker: Kevin Urbatsch
- Duration: 90 minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording.
SKU KU061913ODSP
Includes: Printed Handout Materials, CD-ROM(s) with PDF handouts and audio recording.
SKU KU061913ODPP
+S&H
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.