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Retirement Planning for Families With Special Needs (2018)
In this session you will prepare an estate plan for a couple who is retiring with retirement funds and has an adult child with disabilities. You will complete designations for their retirement accounts and coordinate estate documents with the title on the accounts. You will learn the key provisions to include in a testamentary supplemental needs trust and inter-vivos supplemental needs trust to be able to stretch out qualified retirement plan benefits. You will learn how the couple's retirement may affect the child's ongoing benefits.
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