Special Needs Trusts: Planning for the Disabled and Elderly

Discover how to navigate the complexities of special needs trust with ease.

Families with a loved one who is disabled face many difficult decisions. The family often wants to take care of the disabled person financially but is faced with the possibility that the disabled family member may lose his or her public benefits. In some cases, a disabled or elderly person may receive assets through a personal injury lawsuit or inheritance that threaten his or her eligibility for public benefits.

Attend this seminar and learn how special needs trusts can be used to solve these dilemmas. You will walk away with a real-world road map for the creation, administration and monitoring of special needs trusts.

Benefits for You

• Determine when special needs trusts are appropriate
• Learn about types of special needs trusts
• Discover valuable drafting strategies
• Tips on appointment of fiduciaries
• Explore the ins and outs of distributions from special needs trusts

Who Should Attend

This seminar is designed for attorneys, accountants, financial and estate planners, insurance professionals and trust officers.