Michele Fuller and David Sprague discuss the differences between first- and third-party special needs trusts.
Special Needs Trusts: Drafting
On-Demand Seminar (Posted 10/12/20) | Level: Intermediate
In this seminar, our experts discuss the best tools for achieving the desired outcomes for special needs clients. Draft a trust with clear intent that adheres to the BEMS, POMS, and other sources of law and policy. Avoid common drafting pitfalls.