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  • *NEW* The Special Needs Trust: Estate Planning for Grandparents, Parents and Families With Special Needs Children (Online)

    One should ask: Is it better to have a formal plan in place, or leave things to future family dynamics and the ever-changing benefit system? Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild, or family member with special needs in their estate plan? Yes, and such planning will not adversely affect the benefits and programs which the person with special needs has available to them. Discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of asset (tangible, income producing or other) there are options you should know. Explore how the special needs trust fits your estate planning, planning for the future of your loved one with special needs, and pros and cons of the special needs trust. A Zoom link and handouts will be sent to the email given during registration