Description

Explores the characteristics of special needs trusts (SNTs) and describes the two types: First Party SNT and Third Party SNT. Reviews the public benefits for which an individual living with special needs may be eligible. Describe steps to take when planning for individuals living with special needs. Explores the requirements for ABLE accounts, including the differences and similarities between ABLE accounts and 529 plans.

What You’ll Learn

After completing this course, students will be able to:

Describe the characteristics and types of Special Needs Trusts

Explain considerations for accessing public benefits;

Describe steps to take when planning for individuals living with special needs

Explain requirements for ABLE accounts

Additional information

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.
Length	Approximately 35 minutes
Credits	0.75 CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online