Special Needs Trusts for Trustees

This CLE course will cover the basics of Special Needs Trusts for trustees and legal professionals. These types of trusts are a vital component of estate plans when clients have beneficiaries with disabilities.

Protect Beneficiaries with Disabilities

A Special Needs Trust (SNT) allows for a disabled person to maintain his or her eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits.

Special Needs Trusts in Estate Planning

Christi L. Fried and Bryn Poland will cover all of the topics that will help you provide you – and your clients – with peace of mind when it comes to special needs trusts. The main topics discussed include: including in-kind support & maintenance, income and managing client expectations. To access the course please click here: Special Needs Trusts for Trustees.

Special Needs Trust (SNT) CLE Topics:

* ABLE Accounts

* SSI Income Rules

* Social security payments

* Pensions

* Unearned income

* In-kind income

* Deemed income

* SSI Reporting best practices

* Providing shelter to a beneficiary

* Shelter expenses

* Managing beneficiaries

* The beneficiary’s “qualified disability expenses” (QDE)

* QDE housing

* How ABLE Accounts work with SNTs

Christi L. Fried & Bryn Poland, Esq.

Christi L. Fried, MSSC, NCG is the President of Continental Trust Services, LLC which serves the needs of physically injured clients nationwide. Bryn Poland, Esq. is past president of the Elder Law Committee of the Houston Bar Association (HBA) and a member of the CLE Committee.

This CLE course is offered in the following states:

* Alaska (AK)

* Alabama (AL)

* Arizona (AZ)

* California (CA)

* Connecticut (CT)

* District of Columbia (DC)

* Illinois (IL)

* Maryland (MD)

* Massachusetts (MA)

* Michigan (MI)

* Missouri (MO)

* New Hampshire (NH)

* New Jersey (NJ)

* New York (NY)

* North Dakota (ND)

* Pennsylvania (PA)

* South Dakota (SD)

* Vermont (VT)

New York CLE

Attorney Credits offers CLE for attorneys in New York and around the country. For more information about CLE in New York please click the following link: NY CLE.