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.
– 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