Introduction to Special Needs Planning

This program is ideal for estate planning attorneys in New Jersey and beyond who are seeking to expand their practice into estate planning for people with disabilities. The focus of this program includes detailing the differences between First Party and Third Party Special Needs Trusts along with Pooled Trusts and when each Trust type is appropriate. In a deeper dive, this program will also discuss the impact of different types of trusts and distributions from these trusts on the beneficiary's eligibility for means-tested government benefits.

Learning Objectives:

1. Differentiate between a First Party and Third Party Trust

2. Determine when a First Party or Third Party Trust is appropriate

3. Identify the impact of a First Party or Third Party Trust on means-tested government benefits