Description
Understand multiple special needs trust options and how they can work together for your client’s specific needs.This presentation provides insights into the legal aspects of Special Needs Trusts. Attendees will gain an understanding of the relevant laws, government programs that may apply to their clients, and the various trust options available. The session will also cover the intricacies of tailoring trusts to suit individual client requirements, along with exploring available funds or investment opportunities available. Additionally, participants will be equipped with the knowledge and tools necessary to effectively navigate the complexities of Special Needs Trusts and offer personalized solutions to their clients.
Date: 2023-10-11 Start Time: End Time:
Learning Objectives