Name
Recent Developments in Special Needs Planning
Date & Time
Friday, March 28, 2025, 9:00 AM - 10:15 AM
Description
The landscape of special needs planning is constantly evolving, with new legislation, policies, and court rulings that can impact your clients’ financial security and access to benefits. Attorneys and financial planners may miss critical opportunities or fail to protect their clients’ interests if they do not stay up-to-date on these changes. This session will cover the most recent developments in special needs planning, including SSI updates, trust rule changes, and emerging best practices. Attending gives you the insights needed to adapt your planning strategies and ensure your clients remain fully supported in this ever-changing environment.
Speakers