ICLE | Special Needs Trusts
Special Needs Trusts
On-Demand Seminar (Posted 03/13/23) | Level: Intermediate
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan

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
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 pending legislation that could affect special needs trusts....
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