Special Needs Trust Essentials (Self-Study)


Special Needs Trusts (SNTs) allow individuals with disability to benefit from assets held within the trust while preserving their access to means-tested public benefits.  There are several types of SNTs that may be used to preserve benefits while accomplishing other goals of the person with disability or his/her family members.  The type of benefits the person with disability receives in large part govern the essential terms of the SNT.  This course covers the difference between means-tested and entitlement benefits and how to determine what type of benefits your beneficiary is receiving; the essential considerations for drafting SNTs that will pass scrutiny by the entities that determine benefits eligibility; and what education the attorney is required to provide to the Trustee when executing the SNT.