eCourse
The 100-Year Special Needs Plan
Contains material from Mar 2025
Most special needs trusts will be depleted long before the end of a beneficiary’s life. To protect a child with disabilities for life, a plan may need to consider a full 100 years. To protect an adult, a plan may need to consider 50 years or more. This session highlights projections, distribution plans, changes in
circumstances, age-based changes, trustee continuity, administration costs, and funding (not wasting a penny).
circumstances, age-based changes, trustee continuity, administration costs, and funding (not wasting a penny).
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.50 | 0.25 ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2026
Preview mode.
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have full access.
Preview Sessions
Credit
Show session details
1.
The 100-Year Special Needs Plan (Mar 2025)
Renée C. Lovelace
0.50
0.25
0.00
0.50 | 0.25 ethics
Preview Materials
Download session materials for offline use
Paper
(pdf)
31 pgs
Slides
(pdf)
14 pgs
Session 1 —31 mins 0.50 | 0.25 ethics
The 100-Year Special Needs Plan (Mar 2025)
Most special needs trusts will be depleted long before the end of a beneficiary’s life. To protect a child with disabilities for life, a plan may need to consider a full 100 years. To protect an adult, a plan may need to consider 50 years or more. This session highlights projections, distribution plans, changes in circumstances, age-based changes, trustee continuity, administration costs, and funding (not wasting a penny).
Originally presented: Feb 2025 Special Needs Trusts
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX