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Basics for Establishing Special Needs Trusts $149.00



Copyright: December 2011
Product ID#: 58431DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Basics for Establishing Special Needs Trusts, held December 2011.

Program Description

This focused instruction explores the requirements and mechanics of financial planning with special needs trusts. Expand your techniques arsenal to ensure the very special needs of ALL your clients are met to the fullest. Order today!


Course Content
  • Types of Special Needs Trusts
  • Unique Provisions of Special Needs Trusts
  • Gifting Through the Use of 529s (529 Plan Assets Owned by SNTs)
  • Case Examples
  • Legal Updates Relevant to Special Needs Trusts
  • Language Issues - the Good, the Bad and the Ugly
  • Administrative Issues
  • Progressive Alternatives to SNTs

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK12/15/2013
CLE 1.50AZ12/15/2013
CLE 1.50CA12/15/2013
CLE 2.00CO12/15/2013
CLE 1.50CT12/15/2014
CLE 1.50DE12/15/2012
CLE 1.50GA12/15/2012
CLE 1.50HI12/15/2013
CLE 1.50ID12/15/2013
CLE 1.50IL12/14/2013
CLE 1.50KY06/30/2012
CLE 1.50ME12/15/2013
CLE 1.80MO12/15/2013
CLE 1.50MP12/15/2013
CLE 1.50MT12/15/2013
CLE 1.50NC*12/31/2012
CLE 1.50ND12/15/2013
CLE 1.50NE12/15/2012
CLE 1.50NH12/15/2013
CLE 1.80NJ06/06/2013
CLE 1.50NM12/15/2013
CLE 1.50NV12/15/2013
CLE 1.50NY*12/15/2013
CLE 2.00OK12/15/2013
CLE 1.50OR09/14/2012
CLE 1.50PA12/15/2012
CLE 1.50RI12/15/2013
CLE 1.50TN12/14/2012
CLE 1.50TX11/30/2012
CLE 1.80VI12/15/2013
CLE 1.50VT12/15/2013
CLE 1.50WA12/15/2013
CLE 1.50WI12/31/2012
CLE 1.80WV12/15/2013
CLE 1.50WY12/15/2014

* denotes specialty credits

Additional Format Options


Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Banking & Finance
Estate Planning & Probate
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Personal Injury
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