Course Information

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Planning for Families Having a Special Needs Child
Author: Sebastian V. Grassi, Jr.

Description:
An estimated 2.8 million families (or 3.9 percent of American families) are raising a special needs child or children aged 5 to 17.

This course written by Sebastian V. Grassi, Jr., J.D. (www.probateandtrusts.com) provides the estate planner with the reference tools necessary to become comfortable in preparing an estate plan for these families.

Specifically, the course provides an overview of government benefit programs available to families of special needs children, covers basic estate planning issues and options for these families, and discusses necessary coordination with other relatives' estate planning.

Course Details:
Price:  $34.00
Field of Study:  Taxes
Prerequisites:  Knowledge of general estate planning matters such as wills, trusts, powers of attorney, and medical directives.
Level:  Overview
CTEC course number:  1075-CE-5568
Course was last updated on:  04/27/2009
Library:
Learning Center Core
Wealth Management

Technical Requirements:
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Credit Available For: Units
CFP (Accepted by the CFP Board) 1.00 CPE
CPE 2.00 CPE
CTEC Federal 2.00 CE
Enrolled Agent (Accepted by the IRS) 2.00 CPE
QAS 2.00 CPE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.