Planning for individuals and families with disabilities requires a specialized set of tools to ensure their unique goals are met. Special needs trusts can significantly enhance a beneficiary’s quality of life, but they involve specific drafting requirements and ongoing compliance obligations that must be carefully followed.
In this course, Jim Wolverton, J.D., Director of Fiduciary Education at True Link, will provide a clear and accessible overview of the fundamentals of special needs trusts. He will break down complex legal and practical considerations into a straightforward, easy-to-understand presentation designed for both new and experienced professionals.
During this course, participants will learn about:
- The basics of Supplemental Security Income (SSI) qualification and continued eligibility requirements;
- Drafting requirements for effective special needs trusts, including first-party, third-party, and pooled trusts; and
- Practical tools and best practices for fiduciaries managing special needs trusts.
Join Jim for this high-level review of these essential planning tools. Whether you are an experienced practitioner or new to special needs planning, this course offers valuable insights to help you better serve beneficiaries and their families.
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Friday - July 24, 2026
9:00 a.m. - 10:00 a.m. - VIRTUAL
$50.00 - Non-Members
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Applied for CEU, CLE, CTFA AND PARALEGAL CREDIT!!!
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About Jim Wolverton, J.D.
Jim Wolverton is the Director of Fiduciary Education at True Link Financial. In this role, he is responsible for creating, curating, and promoting high-quality educational content to ensure fiduciaries have the knowledge and tools they need to effectively serve and protect their beneficiaries.
Jim earned his Bachelor of Arts in Journalism from Utah State University and his Juris Doctor from the University of Oregon. Prior to joining True Link, he owned and operated his own law firm and served as Director of Education at ElderCounsel and Krause Financial. These roles provided him with extensive experience educating attorneys and fiduciaries by helping them efficiently implement planning tools into their practices.
Jim is a member of the National Academy of Elder Law Attorneys (NAELA), the Academy of Special Needs Planners (ASNP), and the Colorado, Utah, and Florida Bar Associations.
Based in Denver, Jim enjoys exploring the Rocky Mountains on foot, skis, bicycle or watching the clouds roll by while lying in a hammock next to a trout filled stream.
