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IOA Training Tuesday: The Basics of Special Needs Trust Planning and Administration
May 7, 2019 @ 5:30 am - 7:00 am
Institute on Aging welcomes you to a 1.5-hour training, to be held at Institute on Aging, 3575 Geary Blvd., San Francisco, CA 94118. Continuing Education credit will be offered.
This presentation will discuss the basic purpose and utility of special needs trusts (SNTs), with a particular focus on the use of SNTs to preserve public benefits for seniors. Topics covered will include the various types of special needs trusts (first party, third party and pooled special needs trusts) and the key differences among them. Attention will be given to how these various trusts are established, as well as issues which arise in the administration of SNTs and what happens on the termination of the trust.
Additionally, we will discuss the most common public benefit programs which SNTs seek to protect, paying attention to both the impact which the establishment and funding of SNT has on eligibility for benefits, as well as concerns regarding the benefits which arise in the administration of SNTs. Finally, we will touch on alternatives to SNTs, to provide an awareness about when use of the SNT is most beneficial, as well as options available when a Special Needs Trust may not be the best fit for a particular individual. There is no charge for this event, but registration is required.