Special Needs Trusts
Course Number: ABA
Course Code: ABA
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.
What You’ll Learn
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.