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: