eCourse
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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Credit
1. Planning for Beneficiaries with Disabilities (Jan 2021)
Elisa Dillard Rainey
0.75
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0.75
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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