Please Note: This event has already taken place.
Special Needs Trust Basics for Estate Planners
Tuesday, March 18, 2014
12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA
Are you not sure what to tell your client when they tell you that they have a
disabled child that needs a special needs trust? This
presentation will describe the basics regarding the need for a trust, whether
funded by the disabled individual or by a third-party. Specifics include
understanding which trust model to choose, which public benefits require the
government mandated Medicaid payback trust, how to incorporate a special needs
trust into a traditional estate plan, and knowing when to seek additional
assistance from a special needs trust expert. Common taxation issues
involving special needs trusts will also be covered.
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