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FREE Special Needs Planning and Trust Workshop

May 14 @ 11:30 am - 12:30 pm CDT

FREE

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

Details

Date:
May 14
Time:
11:30 am - 12:30 pm
Cost:
FREE
Event Category:
Website:
https://weekslawfirm.com/register-special-needs-planning-trusts/

Organizer

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

Venue

1st Floor Conference Room
5600 Tennyson Parkway Suite 105
PLano, TX 75024
+ Google Map
Phone:
214-469-4290

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