WEBCAST: Understanding the Role of Special Needs Trusts in Special Needs Planning

Thursday, March 11, 2021

In this webcast, Lesley M. Mehalick, Esq., Adjunct Professor of Taxation and Special Needs Planning at The American College of Financial Services, leads an in-depth examination of the roles of special needs trusts in financial planning, including how to recognize different types of trusts and their uses, their limitations in planning, and identifying appropriate expenditures and amounts. Learn how to leverage special needs trusts to ensure your clients and their loved ones with special needs have the security and peace of mind they deserve.

Invest in your career with a professional designation.

Families caring for a loved one with special needs face unique financial challenges, and yet few financial advisors have the specialized skills to help. But when you take the three-course Chartered Special Needs Consultant® (ChSNC®) designation program, you can gain the expertise to guide these families through complex benefit and financial systems, helping them find the peace of mind they deserve.

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