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Special Needs Planning: Providing for Loved Ones with Disabilities
Caring for a loved one with special needs requires more than love and support—it requires thoughtful planning. We’ll discuss how to use special needs (aka supplemental needs) trusts and other tools to provide financial security without jeopardizing essential benefits.
Highlights
Setting up special needs trusts.
Government benefits and how to preserve eligibility.
Choosing the right trustee for a special needs trust.
Q&A session with our estate planning experts.
Date & Time: Wednesday, June 4th from 12-12:45p
Duration: 30 Minute Presentation | 15 Minute Q&A
Secure your spot HERE and take the first step towards a foolproof estate plan!