Our experts address special needs trusts so you can properly advise clients, including minors and older adult beneficiaries, on settlement planning, avoiding common drafting mistakes, and appropriately budgeting and accounting for administration of the trust. Also, hear about pending legislation that could affect special needs trusts in the future.
Watch so you can:
- Advise families on settlement planning for a special needs trust
- Avoid pitfalls when drafting special needs trusts
- Effectively plan for beneficiaries who are minors and adults over 65 years old
- Properly budget and use appropriate accounting for a special needs trusts, especially considering housing, caregiving, and transportation
- Be aware of pending legislation affecting this area of law