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Presentation: Special Needs Trust Workshop
Special needs trust attorney, Tresi Moore Weeks, presents how you can plan for your child’s future and gain peace of mind knowing your child will be cared for. In the presentation, we will use case studies to discuss:
• Basics of government benefits (SSI/Medicaid) and eligibility requirements
• How to leave an inheritance to your child without losing benefits
• Special Needs Trusts overview
• Types of special needs trusts and when to use them
• Leaving life insurance and retirement accounts to a special needs trust
• What the trust funds can be used for
• How to choose a trustee
• What other essentials do you need (wills, powers of attorney, beneficiary changes)
• ABLE Accounts and when to use them
• How to create the best possible outcome for your child

Tresi Moore Weeks is an attorney and founder of The Weeks Law Firm, PLLC in Plano, Texas, where
she assists families with estate and special needs planning. As an advocate for her own family
members, she became active with the disability rights and advocacy community. Her special needs
law practice has grown out of these experiences and her desire to help other families with loved ones
with disabilities.

May 20, 2021 03:00 PM in Pacific Time (US and Canada)

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