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This program takes a comprehensive look at the Special Needs Trusts, including when and why to set one up for your client. It also delves into the intersection between this type of trust and changes to healthcare law under the ACA. Among the topics explored are access to health insurance under the ACA, the promotion of asset building, tax breaks and tax hikes under the ACA, alternatives to the Special Needs Trust, and insurance exchanges.
"excellent material and good presentation"
"Extremely relevant and valuable information presented."
"This was an excellent course for someone (like me) who is just expanding her practice into more special needs planning. Thank you."