Special Needs Planning & Trusts

The follow information will be reviewed during this presentation: 

• 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

Upcoming Dates and Times

• Thursday, April 20, 2023, 11:30am – 12:30pm

Location

, TX

Accessible Location: No

Details

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