Special Needs Trusts: New Creation and Use Rules

National Business Institute
Training overview
Professional Course
5 hours 52 minutes
From 389 USD

Start dates
389 USD
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Course description

Special Needs Trusts: New Creation and Use Rules

Get the Latest Information for Special Needs Planning

The SECURE Act and ABLE accounts have changed the way SNTs are used and have created new opportunities to generate income streams for disabled beneficiaries without risking benefits eligibility. Make sure you're offering your clients the latest advice and the full range of options. Register today! Learn how to use the SECURE Act exception for beneficiaries with special needs. Get an update on ABLE account eligibility, contribution limits, qualified expenses and more. Perfect your trust language with a refresher on the essential SNT provisions. Find new ways to maximize qualified expenses at administration. Get a tax update for clients with disabilities.

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Training content

  • Special Needs Trusts Essentials Overview
  • SECURE Act Exception for Beneficiaries with Special Needs and Other Changes
  • Preserving Eligibility for Public Benefits
  • Updating Your Drafting of Key SNT Provisions
  • SNT Administration Update (With a Special Focus on Qualified Expenses)
  • Tax News for Clients with Disabilities: Credits, Deductions, Planning Tools
  • Using ABLE Accounts: Instead of or in Conjunction with SNTs
  • Legal Ethics

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About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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