Special Needs Trust

Estate Planning for Grandparents, Parents and Families With Special Needs Members.

How can you provide for a loved one with special needs without putting their benefits and support programs at risk? Having a thoughtful plan in place can help protect your assets while providing for your loved one’s future—both during your lifetime and after you’re gone.

This class will explore how grandparents, parents, and other family members can include a loved one with special needs in their estate plan without jeopardizing important government benefits and programs. We’ll discuss the different types of assets that can be included in a plan, including property, savings, investments, and income-producing assets.

Learn how a Special Needs Trust can fit into your overall estate plan, how it can help provide for your loved one’s future, and the potential advantages and disadvantages to consider. Most importantly, discover why planning ahead can give your family greater confidence and peace of mind for the future.

Pre-registration required here.

Online Class - Must provide email and accept notifications.
Instructor Steve Ledin, Attorney