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, September 3rd from 12:00-1:00p

Duration: 30 Minute Presentation | 15 Minute Q&A