Please note that all purchases are subject to audit, so be sure to choose the membership level that applies to you, whether you're a Member, a Sustaining Member, or a Non-Member
Total Credits: 1 CLE Credit
Tags: Fall 2020
On far too many occasions, our clients receive funds from various sources (personal injury settlements, inheritances, lottery winnings) that threaten their eligibility for SSI. Special Needs Trusts and ABLE Accounts are two mechanisms that can avoid these problems. In this session, we will cover the basics of both of these options as a means of preserving SSI for vulnerable clients.
SNT PDF (2.19 MB) | Available after Purchase |
SNT Guide for Families (0.16 MB) | Available after Purchase |
Special Needs Planning (0.04 MB) | Available after Purchase |
ABLE Act (0.04 MB) | Available after Purchase |
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