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Special Needs Trusts

Special Needs Trusts


Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Special Needs Trusts explains the features of a trust designed for beneficiaries who are disabled, either physically or mentally. The course demonstrates how the trust is written so the beneficiary can enjoy the use of property that is held in the trust for his or her benefit, while at the same time allowing the beneficiary to receive essential needs-based government benefits.  It covers the language commonly found in special needs trusts, the impact of special needs trusts on family members and beneficiaries, and the tax ramifications. This course also outlines how to walk clients through the special needs trust planning process to focus their attention on the details of planning for the future of disabled or special needs family members.
  • Describe how special needs trusts are used to meet client objectives
  • Describe the planning process for creating special needs trusts 
Audience: 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 Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008