Choosing the Right Special Needs Trust (or Something Similar)

Thursday, January 14, 2027, 1:00 PM - 2:00 PM (ET)

Presenter: Zach Bloxham, JD

As public benefits become more common, attorneys are increasingly tasked with navigating the often complex world of special needs planning. This complimentary webinar will help attorneys learn the specifics of different trust options, such as first-party special needs trusts, third-party special needs trusts, and trusts used to plan for retirement accounts, as well as nontrust strategies, such as ABLE accounts, that can assist clients with unique challenges.

This webinar is complimentary for all registrants.

Registrants will have access to materials and recordings until Wednesday, January 31, 2029.

For additional program information or any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or phone 888-659-4069, ext. 818.