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Law Practice Development Education

Entering Special Needs Planning from the Ground Floor (download)

Entering Special Needs Planning

By: Bradley J. Frigon, J.D., LLM, and Prof. Rebecca Morgan

 
Member Price: $0.00 Retail Price: $529.00
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This course provides an introduction to special needs planning for those considering this area of law. This is a precursor course to our Special Needs Immersion Camp. If you've thought about adding special needs planning to your practice.

Topics Covered: 
  • The Program Operations Manual System (POMS): What this is, how to learn it, how to stay up to speed on changes
  • Supplemental Security Income (SSI) rules: What they are, the relevancy to a special needs planning practice and how to stay current
  • Self-settled special needs trusts vs. third party special needs trusts: How they are used in a special needs planning practice and what the differences are
Length: 6 hours, 35 minutes

 ElderCounsel members: View this course complimentary in the Education Library.

Questions addressed during this course:
  • What do I have to know about this area of law?
  • How quickly can I get up to speed?
  • How would a special needs planning practice fit into my existing practice?
  • How do I create a successful business model in this type of practice?
Areas covered:
  • The Program Operations Manual System (POMS): What this is, how to learn it, how to stay up to speed on changes
  • Supplemental Security Income (SSI) rules: What they are, the relevancy to a special needs planning practice and how to stay current
  • Self-settled special needs trusts vs. third party special needs trusts: How they are used in a special needs planning practice and what the differences are
Please note this course will not cover how to draft these trusts, but rather an overview of the main characteristics of each and how they would be used in a special needs practice.

Recorded: July 15, 2014
Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS/COURSES section.

Featured Course

Law Practice Development Education