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Lecture

Spotlight on Special Needs Trust

When: Wed., April 10, 4-5 p.m. 2019

Do you have a child or loved one with a disability? Are you concerned about preserving his or her future inheritance to provide supplemental support without jeopardizing important government benefits such as SSI and Medi-Cal? This workshop will explain how a Special (or Supplemental) Needs Trust may be the best solution. These trusts are specifically designed to protect your loved one’s benefits, ensure proper care, and enhance quality of life by allocating the use of funds appropriately. We will discuss trustee selection, care management, optional provisions, ABLE accounts, and more.

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