ICLE | Special Needs Trusts: Drafting
Seminars
  
Special Needs Trusts: Drafting
On-Demand Seminar (Posted 10/12/20) | Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
    

In part two of our Special Needs Trusts series, 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.

Watch so you can:

  • Identify when the pooled trust is an appropriate tool
  • Select terms for a custom stand-alone special needs trust
  • Help the family choose the most appropriate trustee
  • Avoid giving beneficiary use or access to trust funds
Available Formats
ON DEMAND
Michele Fuller and David Sprague discuss the differences between first- and third-party special needs trusts....
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