HS 377 Financial Planning for Families Caring for Those with Special Needs

Delivered as a live webinar, this course combines self-study material with an interactive learning experience. Team-taught by experts in the field, the course covers issues for special needs individuals who are minors as well as those who are adults. Topics include unique federal income tax issues, the creation and administration of special needs trusts, the ABLE Account, SSI, Medicaid, and disability-related issues. The course incorporates case studies covering both the financial and unique aspects encountered in a special needs planning engagement. Successful completion of this course requires passing the final examination. For an additional tuition amount, professionals who purchase the package will have an opportunity to take the capstone course in a live classroom setting.