Special Needs Planning: Enhance the Lives of Your Clients and Your Firm’s Bottom Line
10:15 - 12:00
In this informative session you’ll learn the legal/technical aspects of special needs planning, including how to properly draft first and third party special needs trusts as well as testamentary trusts. You’ll also learn how to give a proven, stand alone presentation about special needs planning and the most effective strategies for marketing this service to prospective clients. By the end of this session you’ll have the knowledge, strategies and confidence necessary to add special needs planning to your mix of customized services.