Special Needs Trusts:
What You Need to Know - -
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…
- Which public benefit programs can be protected by a Special Needs Trust - - and which can’t?
- 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 presentation 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?”.