Special Needs Trusts
ABA SELF-PACED ONLINE TRAINING
Upon application and verification, the federal government may pay supplemental security income to certain handicapped individuals with limited earning power. Learn how a special needs trust can protect current or anticipated family funds without jeopardizing SSI.
- Describe how special needs trusts are used to meet client objectives
- Describe the planning process for creating special needs trusts
Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679