Meeting Register Page

Meeting banner
Special Needs Planning & Trusts Workshop
Regular estate planning is not sufficient for families who have a loved one with special needs. A Special Needs Trusts should be part of their plan.

At this presentation we will discuss::

Special Needs Trusts basics
Government benefits and how an inheritance affects them
Other advantages of a special needs trust
Practice case studies on possible scenarios
Creating a Letter of Intent
Choosing the Trustee
Trust administration
Funding the SNT with life insurance and other assets
Funding the SNT with retirement accounts

Nov 19, 2020 11:30 AM in Central Time (US and Canada)

Meeting logo
Meeting is over, you can not register now. If you have any questions, please contact Meeting host: Tresi Weeks.