White Paper

4 Pages
  • 4 Pages

Special Needs Trusts Practical Planning Options


Beyond financial security, an estate planner can help disabled individuals and their family members realize the many benefits of special needs trusts.

Estate planning professionals, including certified public accountants and legal professionals, are responsible for establishing and managing special needs trusts. Learn how to ensure the beneficiary's well-being, enhance their quality of life and preserve eligibility for government benefits. Disabled individuals can benefit greatly from the creation of special needs trusts that protect their assets while ensuring they qualify for Social Security Income (SSI) and Medicaid benefits. Download this white paper to get valuable information on practical planning options.

Learning Objectives

  • Determine Medicaid eligibility.
  • Review types of assets and special needs trusts.
  • Learn do's and don'ts in drafting a trust.
  • Identify the benefits of a special needs trust.



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