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Special Needs Planning
Learn to identify benefit-sensitive situations and build a coordinated planning and administration strategy.
The planned curriculum
An outline of the course in development—not a list of completed lessons.
- Client goals, support networks and benefits inventory
- First-party, third-party and pooled trust analysis
- ABLE accounts and coordination
- Distribution decisions and trustee responsibilities
- State-specific benefits and administration research
- Capstone: a family support and implementation plan
What you will work toward
A benefits research matrix, structure comparison and trustee decision checklist.
Suggested preparation
Estate Planning Basics or equivalent experience; advanced matters require appropriate specialist support.
Equivalent experience can replace foundational coursework; a separate course purchase is not a prerequisite.