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This course will provide an overview of the different types of special needs trusts with practical aspects geared toward financial planners and CPAs. It will also provide an introduction to ABLE accounts and how both special needs trusts and ABLE accounts may protect a client’s eligibility for means-tested public benefits.
Other topics included in this presentation:
1) An overview of the application process for SSI and SSDI, how a disability determination is made
2) Financial eligibility for SSI
3) Ways to maintain financial eligibility for SSI
4) The definition of income and how much income you can earn and still be eligible for SSI and SSDI
This course will be presented by Sage Hart, Esq. and Phillip Chauker, Esq.
Understand the difference between the various types of special needs trusts
Recognize when it is advantageous for a client to establish an ABLE account vs. a special needs trust
Discuss with clients the benefits of using a special needs trust or an ABLE account
Advise clients regarding basic tax and reporting requirements related to special needs trusts
Importance of benefits eligibility for individuals with special needs
Third party special needs trusts
Stand alone first party special needs trusts
Pooled asset first party special needs trusts
ABLE accounts
CPAs and professional accountants, financial advisers, attorneys
None
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