Free

Free Special Needs Planning Workshop

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Location

Tennyson Place in Legacy

5600 Tennyson Parkway

3rd Floor Conference Room

Plano, TX 75024

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Description

SPECIAL NEEDS PLANNING AND TRUSTS

Feature Topics:

  • Special Needs Trusts
  • Government benefits and how an inheritance affects them
  • Other advantages of a special needs trust
  • Practical 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
  • Brief overview on Guardianships and Alternatives (Guardianship presentation done separate)
  • What is the Able Act
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Date and Time

Location

Tennyson Place in Legacy

5600 Tennyson Parkway

3rd Floor Conference Room

Plano, TX 75024

View Map

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