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