Special Needs Trusts & Administration
Date & Time
Friday, November 20, 2020, 2:20 PM - 3:20 PM
Joseph Gilsoul

Special needs trusts and their management can be complex but well worth the effort for your clients. Drafting special needs trusts requires specialized and current knowledge, not only of the mandatory provisions but also the various public benefits programs they protect for the beneficiary, such as Medicaid and Supplemental Security Income. The topics covered will include First-Party and Third-Party Special Needs Trusts, and the differences between the two with emphasis on the special requirements for First-Party Special Needs Trusts. Also covered will be basic explanations of Medicaid and SSI issues that are relevant and an introduction to the complicated management of these trusts.

Session Type