eConference

2022 Special Needs Trusts eConference (Preorder)

2022 Special Needs Trusts eConference
Not yet rated

Technical Questions?
512.475.6700
service@utcle.org



The 18th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources.
This year’s program includes:
 
  • A special luncheon presentation from Thomas Foley, Executive Director of the National Disability Institute.
  • An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, and ABLE updates.
  • Explore the art of focusing client appointments and staying on track, with Initial Client Meeting Guidance and Resources.
  • The Case Law Updates provides an analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues.
  • Explore how Third-Party SNTs are taxed and how the failure to plan properly can affect the quality of life of the beneficiary.
  • Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans.

Preview mode. You must be signed in, have purchased this eConference, and the eConference must be active to have full access.