1.0 Credits

Cover the top 30 best practice tips when a client requires advice and counsel to help secure the financial future of a loved one or other beneficiary challenged by disabilities and consequent "special needs," including the network of special needs trusts that serve as the foundation of a comprehensive special needs plan; the team of allied professionals that help design and implement a special needs plan; the types of government benefits and programs that can be accessed and preserved with proper special needs planning (many of which are not available on a private pay basis); and the most common challenges (and solutions) encountered in special needs planning.

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