ICLE | Special Needs Trusts: Planning
Special Needs Trusts: Planning
On-Demand Seminar (Posted 09/21/20) | Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

In this part of our series, our experts discuss proper planning. They provide guidance for working with the special needs family to meet the long- and short-terms goals for their physically or mentally disabled or chronically ill family member.

Watch so you can:

  • Determine entitlement to Supplemental Security Income or Social Security Disability benefits
  • Incorporate less common benefits like Department of Housing and Urban Development or Veterans Administration benefits
  • Identify and plan for key milestones
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
Michele Fuller and David Sprague discuss planning for special needs trust funding....
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