Important Considerations When Funding A Special Needs Trust (Webinar)

Presented by Palladio Consulting LLC.

Wednesday, July 19th at 12:00pm PST

Registration Price: $25

Register at LINK HERE
Recording: Presentation recording will be sent to all registrants within 24hrs of the webinar conclusion.

Length: 1 hour

You know the importance of needs based benefits like SSI/SSDI, Medicare, and Medicaid in your loved one’s life care plan.

But, what about a special needs trust? Government benefits may satisfy basic living requirements, but a special needs trust can help pay for things that create the kind of quality of life we all want to enjoy. Now, where do you start? How do you fund the trust? Are some assets better suited for the trust than others? When should you fund and how much is needed?

Join us on Wednesday, July 19th at 12:00pm as we answer some of the most important questions in preparation of drafting and funding a special needs trust for your loved one.

Discussion Topics
The Purpose of a Special Needs Trust in a life care plan
SSI/ Medicaid– The importance of needs-based benefits
Special Needs Trusts 101
The confusing world of trust tax! Why understanding trust taxation matters when funding
What are the best assets to leave to an SNT? IRA’s, life insurance, real estate, etc.
The convergence of parents retirement planning and funding a child’s SNT
Tips when deciding to fund a SNT now versus at parents passing.
Reminders when deciding upon funding an ABLE vs special needs trust
The important calculation– How much do I need to leave to the trust?
And more!