Special Needs Trusts

Course Number: SNT1

Course Code: ABA 351

Upon application and verification, the federal government may pay supplemental security income to certain handicapped individuals with limited earning power. Learn how a special needs trust can protect current or anticipated family funds without jeopardizing SSI.

Learning Obj​​​​ectives
– After completing this course, students will be able to:
– Describe how special needs trusts are used to meet client objectives
– Describe the planning process for creating special needs trusts

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs

Prerequisites: n/a

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CTFA (FP)

Length: 55 minutes

ABA Training