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FREE SPECIAL NEEDS PLANNING & TRUST WORKSHOP

October 10 @ 11:30 am - 12:30 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

INCLUDED:

• Checklist to ensure your family is prepared
• Complimentary refreshments

 

Save your spot for  this event today, by registering on the Weeks Law Firm homepage.

Details

Date:
October 10
Time:
11:30 am - 12:30 pm

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