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Leaving Retirement Benefits to Persons with Special Needs

Selected from 22nd Annual Elder & Special Needs Law Symposium, February 22-23, 2018

Click on the "In Depth" tab for tuition and speaker information. 

Planning for retirement benefits for persons with disabilities can be challenging.

In this session, learn about the various options for leaving retirement benefits to persons with special needs, including how to draft an effective accumulation provision in a special needs trust.

Topics covered include:

  • Retirement plan basics
  • Naming a trust as beneficiary
  • Recommendations for third-party trusts
  • Repairing trusts
  • First-party trusts and retirement account assets
  • Proposed legislative changes

Other On Demand CLE from 22nd Annual Elder & Special Needs Law Symposium you may be interested in:

Trends in Elder Law and Public Benefits Planning

Using the Tools of Supported Decision-Making to Help Clients with Dementia

Elder & Special Needs Law Recent Developments in North Carolina and Around the Nation

Asset Protection Planning for Blended Families: The Role of the Elder Law Attorney

Navigating Housing and Public Benefits

Planning Strategies for Clients with Federal Employee Benefits

Fiduciary Litigation Strategies

Representing Fiduciaries: How to Avoid Getting Bitten by the Ethics Alligator

Product Information
Product Date:
February 22, 2018
Leaving Retirement Benefits to Persons with Special Needs | 2018 | On Demand

Tuition Rates. Tuition includes a 90-day subscription to the audio/video and electronic materials. Access the certificate of completion to receive MCLE credit with the NC State Bar. Click here for more information about On Demand CLE. 

Standard $80
NCBA Member $65
CLE Premier Pass $0


Speaker Information
Larry H Rocamora   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
Book Sale
On Demand | 90-day subscription | #697CY5
NCBA Price:$80.00