Pooled Special Needs Trust Planning: What Families Need to Know - A Carolyn Rocchio Caregivers Webinar CD/Handout Package

A Carolyn Rocchio Caregivers Webinar featuring Joanne Marcus, MSW, Commonwealth Community Trust. Aired live at 3:00 PM EST on December 14, 2016.
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A pooled special needs trust is administered by a nonprofit organization and, as you will learn, offers many advantages. The presenter provides an overview of the following:

  • How pooled special needs trusts work
  • How to set up a pooled special needs trust
  • The responsibilities of the trust administrator
  • The types of trusts that are available
  • How Medicaid and SSI benefits are protected
  • How funds from a trust can be used
  • How a pooled special needs trust differs from an ABLE account

To receive 1 ACBIS CEU Credit, please select "CD/Handout Package, CBIS/T Rate (Includes 1 CEU)" from the drop-down menu.

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