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Course Book (CD-ROM)
Drafting and Administering Special Needs Trusts $99.00



Copyright: November 2010
Product ID#: 54648CDR

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From Event: Drafting and Administering Special Needs Trusts, held November 2010.

Program Description

Delve into comprehensive instruction on the requirements, mechanics and pitfalls of financial planning with supplemental needs trusts. Arm yourself with an arsenal of tools to ensure the very special needs of ALL your clients are met to the fullest. Order today!


Course Content
  1. What are Special Needs Trusts? – the Truths and Falsehoods
  2. Help your Client Choose the Right Option – Types of Special Needs Trusts
  3. Drafting a Solid Supplemental Needs Trust – Sample Trust Review and Analysis
  4. Trust Funding Strategies, Administration and Termination
  5. Ethical Considerations
  6. Q&A Discussion

  

Continuing education credit is not available at this time.
For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.


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Related Topics
Accounting
Banking & Finance
Estate Planning & Probate
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