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Special Needs Planning

Here are the general topics within the context of "Special Needs Planning"



  • Goals of Special Needs Planning
  • Special Needs Planning Steps
  • Important Legal Documents
  • Estimating Expenses
  • Federal Government Benefits
  • Special Needs Trust
  • Types of Special Needs Trusts
  • Selecting the Right Trustee
  • Planning for an Emergency

A short introductory video on this topic may be viewed at http://www.ifsguniversity.com/specialplanning

While a longer, more detailed E-Seminar covering the above topics may be viewed at http://www.ifsguniversity.com/special-needs-planning

Content provide through IFSG University under license from Broadridge Investor Communication Solutions, Inc



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Comment   |  7 years, 4 months ago from Plano, TX