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 workshops via Zoom.

Workshop Location:

5600 Tennyson Parkway
Plano, Texas 75024

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