Name
Special Needs Planning: It's Not Just the Trust That's Important
Date & Time
Tuesday, July 31, 2018, 4:00 PM - 5:00 PM
Description
Drafting special needs trusts correctly is a crucial part of a special needs planning practice. But are you overlooking other important documents as part of the planning package? This session looks at drafting "musts" for self-settled and third party special needs trusts, as well as trustee instructions, ISM reporting letters, letters to the Social Security Administration, and more.
Sessions
Samantha Shepherd
Session Type
Breakout Session
Course Focus
Elder Law
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit