Key choices to getting your Special-Needs Trust in place in 30 days

The special-needs trust is the foundation of planning for families with a member with an intellectual or developmental disability. Learn about the critical decisions to make to get yours in place quickly.

Course Curriculum

  • Welcome
  • Module 2 – Value of Benefits
  • Module 3 – What is holding you back?
  • Module 4 – Beneficiary Designations
  • Module 5 – Trustee Options
  • Module 6 – The Guardian
  • Module 7 – Power of Attorney and Personal Representative
  • Module 8 – Choosing an Attorney
  • The Final Chapter
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