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Special Needs Trusts


Upon application and verification, the federal government may pay supplemental security income to certain handicapped individuals with limited earning power. Learn how a special needs trust can protect current or anticipated family funds without jeopardizing SSI.

​Updated: January 2018
Re-versioned: July 2016

What You'll Learn

After completing this course, students will be able to:
  • Describe how special needs trusts are used to meet client objectives
  • Describe the planning process for creating special needs trusts

​Audience​​​​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Course Credits

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​Questions? Please contact training@aba.com for more information.
 

 Purchase

 

Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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