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2018 CLA Annual Meeting: Understanding Special Needs Trust
Trusts & Estates Section
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Special Needs Trust rules may seem confusing and arbitrary. Once you learn two preliminary ideas though, they become surprisingly easy to understand. Those precursors to being an SNT expert are differentiating between means-tested and entitlement programs, and knowing how trusts are treated by means-tested programs under OBRA ‘93. Learn how to tell if an SNT is needed or not, the right type and special tips on use and administration.
1 Legal Specialization in Estate Planning; Trust & Probate Law
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| 1 Participatory MCLE Credits |
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