Drafting Special Needs Trusts

This webcast will discuss issues in drafting Third Party and Self-Settled Special Needs Trusts, including a brief description of the public benefits involved, statutory requirements for self settled trusts and 2009 POMS revisions pertaining to drafting of special needs trusts. Some specific areas to be covered are: • Public Benefit Programs • 2 Types of Special Needs Trusts (Third Party and Self-Settled) • 3 Major Issues • Third Party SNT’s • First Party SNT’s • 2009 Change to Program Operating Manual System (POMS)