If You Think the Typical Special Needs Trust
Is Enough to Protect a Disabled Beneficiary on Public Benefits
- - Think Again!
Most estate planning attorneys and financial advisors know that a Special Needs Trust (“SNT”) can preserve a disabled beneficiary’s public benefits. However, even if that SNT legal document form you’re using is okay, there’s a lot more to proper disability planning than just a “boilerplate” SNT.
Are you considering and addressing…
- How to fund a lifetime financial plan to care for the loved one with disabilities?
- How to provide supplemental lifetime support by purchasing additional items and services that make life more rewarding?
- How to set up a system of advocacy to preserve the person’s civil rights?
- How to provide a lifetime caregiving arrangement?
- How to establish an efficient, knowledgeable, long-term management team?
To learn how to custom-build SNT planning (and differentiate yourself in the marketplace) by solving these and other critical disability planning issues we have brought in long-time SNT expert and founder of The Academy of Special Needs Planners, nationally renowned attorney Kevin Urbatsch, J.D., California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, for this practical 86-minute presentation entitled, “Planning for Loved Ones with Disabilities”.
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: Planning for Loved Ones with Disabilities
- 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 KU071624IDP
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.