skip to Main Content

Top 5 Tips for the Special Needs Planning Practitioner

Recorded: July 24, 2013
Duration: 90 minutes
By Bradley J. Frigon, JD, CELA, LLM, CAP, Law Offices of Bradley J. Frigon

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.

Oops! This content is for ElderCounsel Members only.
If you would like to view this content consider becoming and member of ElderCounsel today.

Already a Member?

Learn more about ElderCounsel Membership