Module 1 Lesson 2: Key References and Terms in Special Needs Planning and Drafting

This lesson covers the legal language and references you will encounter in Special Needs Planning such as:

  • Supplemental Needs Trust
  • Special Needs Trusts (SNTs)
  • Third-Party and First-Party SNTs
  • The Social Security Administration Program Operations Manual System (POMS)

Your supplemental materials for this lesson also include relevant statutes and regulations you will want to familiarize yourself with.