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Finding Your Niche in Special Needs Planning

Recorded: August 30, 2016
Duration: 65 minutes
By Stephen W. Dale

Stephen W. Dale discusses why it is important to plan for a quality of life rather than just preserving benefits. Participants will learn how to build a strong Special Needs Trust management team, where to find referrals, who is the ideal trustee, and how this can help grow your business.

This webinar is provided complimentary to all ElderCounsel members from WealthCounsel and is part of their Thought Leader Series.

  • Learn the importance of building a special needs trust team and who is a part of that team.
  • Gain knowledge on the elements of a special needs trust to provide for quality of life including hiring care managers, creating a distribution plan, etc.
  • Understand how team planning also can help enhance your practice.

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