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Free Planning Workshop: Special Needs Planning and Trust – March 23

March 23, 2017 @ 11:30 pm CDT

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

Q & A after presentation.  Light refreshments will be served.

REGISTER HERE

Details

Date:
March 23, 2017
Time:
11:30 pm
Event Category:
Event Tags:

Venue

Weeks Law Firm 1st Floor Conference Room
5600 Tennyson Pkwy, Suite 345
Plano, TX 75024 United States
Phone:
214-269-4290
Website:
weekslawfirm.com

Organizer

Lena Carrera
Email:
lena@weekslawfirm.com
Website:
weekslawfirm.com

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