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Course Book (PDF Download)
Drafting and Administering Special Needs Trusts $99.00



Copyright: March 2011
Product ID#: 54749DM
Online Access: 6 months from date of purchase

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Available for Immediate Download
 
From Event: Drafting and Administering Special Needs Trusts, held March 2011.

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?
  2. Eligibility for Public Benefits
  3. Help Your Client Choose The Right Option - Types of Special Needs Trusts
  4. Special Drafting Considerations in the Creation of Special Needs Trusts
  5. Trust Funding Strategies, Administration and Terminantion
  6. Role of Department of Health and Human Services
  7. Ethical Considerations

  

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For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.


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