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Top 5 Practice Tips for the Special Needs Practitioner (audio download)


By Bradley J. Frigon, JD, CELA, LLM, CAP Law Offices of Bradley J. Frigon
(Recorded: July 24, 2013 – audio only)


Topics covered:

  1. Dealing with IRA and Retirement Accounts with Third Party and First Party SNTs.
  2. Personal injury settlements and first party special needs trusts: When does the receipt of settlement funds constitute an available resource to the beneficiary?
  3. First party special needs trusts, including the latest update on POMS provisions involving payment to family members.
  4. Drafting tips for third party and first party special needs trusts.
  5. Family members serving as trustee – what the attorney should advise.

ElderCounsel Members – this resource is available FREE in the Learning Center > Video Library