Special Needs Trusts with special guest, Melanie Marmion, Fitzwater Law
2022-12-08 12:00 - 13:00 (America/Los_Angeles) | OR, United States
Presented by Fitzwater Law and Palladio Consulting
Thursday, December 8th at 12:00pm-1:00pm PST

Register for the Zoom webinar here at LINK.

As a parent, caregiver, or professional supporting an individual experiencing disability, understanding the complex nuances of special needs trusts is critically important to the overall plan.
Join us and our guest speaker, Melanie Marmion, special needs trust planning expert and experienced national speaker for organizations like the Oregon Bar Association and Academy of Special Needs Planners for our next webinar!
On Thursday, December 8th at 12:00pm, we’ll discuss the ins and outs of special needs trusts including the pro’s and con’s of different trust types, trust taxation, choosing a trustee, when to fund the trust, the best assets for a special needs trust, and much more.
Have your notepad ready, this 60 minute webinar will be packed with reminders, tips, and updates you won’t want to miss!
Discussion Topics include:
Most important SNT changes in the last decade.
Pro’s & cons of Living & Testamentary SNT’s.
Considerations for naming a trustee.
Best assets to leave in a SNT.
Basics of SNT taxation.
SNT reporting requirements.
SNT funding– now or later?
Housing and SNT considerations.
Protecting vulnerable individuals using SNT’s.
Best special needs trust planning resources.
And more!
Can’t attend live? No problem! All registrants will receive a recording of the live webinar within 24 hours of the webinar conclusion.

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