Complimentary for Members

April 24, 2026

Live Webcast

NASBA 1

Special Needs Trusts Tech Session Webinar

April 24, 2026
Live Webcast
NASBA 1

  • Instructor

    Joel
    Krooks

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Explain supplemental needs trusts and the reasons for having them, including first-party trusts vs. third-party trusts.
  • Outline the administration of supplemental needs trusts.
  • Summarize the tax treatment of supplemental needs trusts.

Major Topics

  • First Party Trusts vs. Third Party Trusts
  • Administering Supplemental Needs Trusts
  • Tax Treatment of Supplemental Needs Trusts

CPE Credits Available

NASBA 1
0.5
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA
0.5
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Tax professionals, CPAs, lawyers, etc.

Provider

Foundation for Accounting Education

This event has ended.