Special Needs Trusts

$135.00

SKU: 10357 Category: Tag:

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

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