Special Needs Planning & Trusts
Regular estate planning is not sufficient for families who have a loved one with special needs. A Special Needs Trusts should be part of their plan.
At this presentation we will discuss::
- Special Needs Trusts basics
- Government benefits and how an inheritance affects them
- Other advantages of a special needs trust
- Practice 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
We are holding our webinars via Zoom.
To save your spot at this event please select a time you would like to attend and register below.
Webinar Location:
Virtual Via Zoom
Contact Us:
- 214-269-4290
- info@weekslawfirm.com
- https://weekslawfirm.com
Register for Upcoming Virtual Sessions:
Register for 2024 Virtual Sessions:
- Jan 11, 2024 11:30 AM CST
- Feb 22, 2024 11:30 AM CST
- Mar 21, 2024 11:30 AM CST
- Apr 11, 2024 11:30 AM CST
- May 16, 2024 11:30 AM CST
- Jun 20, 2024 11:30 AM CST
- Jul 18, 2024 11:30 AM CST
- Aug 15, 2024 11:30 AM CST
- Sep 19, 2024 11:30 AM CST
- Oct 17, 2024 11:30 AM CST
- Nov 21, 2024 11:30 AM CST
- Dec 19, 2024 11:30 AM CST