Large Firm Service. Small Firm Attention.
Date(s) - June 12, 2017
1:00 pm - 2:30 pm
Categories No Categories
Building financial security is an important consideration for family members and friends of individuals with disabilities. Special care must be taken, though, in setting aside funds for the well-being of these individuals. A special needs trust, also referred to as a supplemental needs trust, is an estate planning tool that protects funds intended to enrich the life of a loved one with special needs, while preserving eligibility for public benefits.
Amy O’Hara, Esq., of Littman Krooks LLP, will discuss various aspects of special needs planning, including special needs trusts, the ABLE Act, coordination of government benefits, letters of intent, advance directives and guardianship.