test content

Loading Events

Events for May 9, 2019

Find Events

Event Views Navigation

May 2019

Free Special Needs Planning and Trust Workshop

11:30 am — 12:30 pm
1st Floor Conference Room

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…

+ Export Events

test content