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



Copyright: March 2011
Product ID#: 54756DM
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? – The Truths and Falsehoods
  2. Help Your Client Choose the Right Option – Types of Special Needs Trusts
  3. Drafting a Solid Supplemental Needs Trust – Analysis & Sample Trust
  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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