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Events for March 14, 2019

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11:30 am

Free Special Needs Planning and Trust Workshop

March 14 @ 11:30 am - 12:30 pm CDT
1st Floor Conference Room, 5600 Tennyson Parkway Suite 105
PLano, TX 75024
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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 […]

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