This 12-week program (recorded between January 7 - March 25th, 2014) provides 12 one-hour webinars on different aspects of special needs planning.

The overall program is subdivided into four main study areas: Understanding Public Benefits, First Party SNTs, Third Party SNTs, and SNT Administration. This program is designed for anyone interested in developing a special needs practice or honing his or her existing special needs expertise.

The courses have been designed to provide the latest planning techniques and strategies for effectively and efficiently representing your clients' needs for special needs planning. In each webinar, a nationally recognized special needs planning expert addresses a topic critical to your special needs practice.


ASNP Members - Free
Non ASNP Members:
All 12 Webinars: $995
Individual webinars: $95/each

For non-attorney special needs planning professionals wishing to join ASNP, completion of the series (plus passing a short quiz after each session) satisfies the training requirement needed for ASNP membership.


Taxation of First and Third Party SNTs

Now Available on Video
(Recorded on March 25th, 2014)

A common question that arises about first and third party special needs trusts is how they are taxed. There are really two different tax systems in place for these trusts, one is generally called grantor trust tax treatment and the other non-grantor ... Read More

Termination of First and Third Party SNTs

Travis Finchum, Esq.
Now Available on Video
(Recorded on March 18th, 2014)

The two main types of special needs trusts are third party SNTs and first party SNTs. Termination of these trusts typically occurs on the death of the person with a disability. However, there may be other reasons for termination, such as triggering l... Read More

Top Tips for Properly Administering SNTs

Kristen Behrens
Now Available on Video
(Recorded on March 11th, 2014)

The best-drafted special needs trust in the world does no good if the trustee (the person managing the trust) does not know what he or she is doing. A poorly performing trustee can cause loss of essential public benefits, loss of assets, and subject ... Read More

Using Pooled SNTs

Now Available on Video
(Recorded on March 4th, 2014)

A different type of special needs trust is the Pooled SNT. This type of trust is managed by a not-for-profit charitable organization. Persons with disabilities can place their own funds into these trusts and maintain eligibility for SSI and Medicaid.... Read More

Establishing and Drafting the (d)(4)(A) SNT

Nancy Chudacoff
Now Available on Video
(Recorded on February 25th, 2014)

One of the most common planning alternatives for persons with disabilities in handling their own assets is using a first party special needs trust. There are different types of special needs trusts and this seminar will cover the individual special n... Read More

Planning for First Party Money: Alternatives To Using SNTs

Now Available on Video
(Recorded on February 18th, 2014)

This seminar will cover the different strategies available to the professional when planning for assets owned by the person with a disability. While special needs trusts are a primary planning tool, the professional has other options available to the... Read More

Drafting and Funding the Third Party SNT

Raymond Falcon
Now Available on Video
(Recorded on February 11th, 2014)

The primary planning tool of special needs planners is the third party special needs trust. This seminar will review the legal requirements of the third party special needs trust and recommended provisions that should be included. In addition, the se... Read More

Estate Planning for a Loved One With a Disability

Susan Katzen
Now Available on Video
(Recorded on February 4th, 2014)

Estate planning for a loved one with special needs is one of the best services a special needs planner can provide. An advanced plan will provide comfort to families that their loved one is protected. A complete estate plan will protect some of the b... Read More

Social Security Disability Income (SSDI) and Medicare Overview

Sanford Mall
Now Available on Video
(Recorded on January 28th, 2014)

Social Security Disability Insurance (SSDI) and Medicare are benefits that are available to many persons with disabilities. However, the eligibility requirements are quite different from SSI and Medicaid. It is imperative that the special needs plann... Read More

Medicaid Overview

Sharon Pope
Now Available on Video
(Recorded on January 21st, 2014)

Medicaid is a government benefit available to persons with disabilities that has historically provided the only healthcare available to the person with a disability. Medicaid is governed by a complex interaction between federal and state laws and rul... Read More

Supplemental Security Income (SSI) Overview

Now Available on Video
(Recorded on January 14th, 2014)

Supplemental Security Income (SSI) is one of the primary financial benefits available to persons with disabilities. SSI is a federal program and run under federal rules. This seminar will provide an overview of SSI’s disability and financial requir... Read More

Introduction to Special Needs Planning

Harry Margolis
Now Available on Video
(Recorded on January 7th, 2014)

For purposes of this webinar series, special needs planning means the legal, personal, and financial planning that enhances the quality of life of a person with a disability to allow that person to reach their full potential. A special needs plan can... Read More