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Estate Planning with Special Needs Trusts

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The Forum at Koelbel Library

5955 S Holly St

Centennial, CO 80121

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You'll learn estate planning basics as well as how a special needs trust provides financial security without jeopardizing government benefits. At the end of the seminar have enough knowledge to make informed estate planning decisions for you and your family.

Topics covered:

  • The 3 essential documents that every adult must have regardless of age or income.

  • The differences between wills and trusts, including common misconceptions about trusts.

  • The Colorado probate process and intestacy.

  • Federal and Colorado estate taxes.

  • Simple probate avoidance strategies that everyone can use immediately.

  • The importance of selecting key personnel in the estate planning process.

  • What is a special needs trust.

  • How to fund and use money from the trust

  • Choosing a trustee and the trustee's job.

  • Pooled Trusts and Able Accounts

This seminar only discusses 3rd party special needs trusts and does not discuss 1st party or "self-settled" special needs trusts.

Paul Miller is dedicated to providing families with the tools and knowledge necessary to protect their loved ones and legacies, especially in times of anxiety and uncertainty. He has developed a 10 step process that gets even the biggest procrastinators up and running on their estate plans in the first 15 minutes.

A question and answer session will follow the presentation.

Attend this free seminar and get started today.

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Date and Time

Location

The Forum at Koelbel Library

5955 S Holly St

Centennial, CO 80121

View Map

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