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Pooled Trusts: How to Use a Pooled Trust to Reduce Income and/or assets to qualify for government benefits
This training explores the differences between first-party and third-party special needs trusts and how they can help obtain or maintain government benefits, like Medicaid. Learn about D4A, D4B, D4C, and Third-Party trusts. Learn about who can use each type of trust and at what age, what can be paid from each type of trust, and what happens to the trust upon the beneficiary’s death.

Approved CEs: 1.0 CEs for Guardians, 1.0 CEs for Waiver Support Coordinators
CEs Pending Approval: 1.0 CLEs for Attorneys

Aug 17, 2022 11:00 AM in Eastern Time (US and Canada)

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