If you have questions about this webinar, would like to receive information for upcoming webinars on this topic, or would like to schedule a workshop for your organization, send us a message!
Special needs trusts are an important part in building the foundation of a successful special needs plan. Special needs trusts allow family members to leave money to a trust for the benefit of a disabled loved one without impacting their eligibility for needs based benefits. Cool concept, huh? In this workshop, we'll cover the important aspects to allow you to better understand and utilize a special needs trust.
The purpose and need of a special needs trust
What can the money from a Special Needs Trust be spent on?
Who is the trustee, and what are their duties?
Learn the key differences between ABLE Accounts and Special Needs Trusts.
What is a 'Letter of Intent' document, and what purpose does it serve?
What are the differences between a 'Pooled Trust' and 'Private Special Needs Trusts'?
1st and 3rd party special needs trust-- what is the difference?
Important considerations for leaving money to an special needs trust.