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Supplemental Needs Trusts: Planning for Beneficiaries with Disabilities

Contains material from Jan 2021

Supplemental Needs Trusts: Planning for Beneficiaries with Disabilities
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Supplemental Needs Trusts have been a recognized estate planning tool for more than a quarter-century, yet for many practitioners, they are still mysterious. Learn the vocabulary and reasoning behind Supplemental Needs Trusts, when they are best used, and essential strategies to keep in mind when creating and administering these important trusts. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022

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Preview Sessions
Credit

1. Planning for Beneficiaries with Disabilities (Jan 2021)

Elisa Dillard Rainey

0.75 0.00 0.00 0.75
Preview Materials

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(mp4)
48 mins
(mp3)
44 mins
(pdf)
91 pgs
(pdf)
21 pgs
Session 1 — 48 mins, credit 0.75
Planning for Beneficiaries with Disabilities (Jan 2021)

Supplemental Needs Trusts have been a recognized estate planning tool for more than a quarter-century, yet for many practitioners, they are still mysterious. Learn the vocabulary and reasoning behind Supplemental Needs Trusts, when they are best used, and essential strategies to keep in mind when creating and administering these important trusts. 

Originally presented at: Dec 2020 Estate Planning Workshop

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

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