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