You know that a special needs trust is a critical part of caring for a loved one experiencing disability, but where do you start once you've decided to implement this tool? What is a pooled trust and how is it different from a trust drafted by an attorney? What are some things to consider when choosing a trustee?

In this month's webinar we are joined by guest speaker, Cici Gaynor, the program manager of Oregon Special Needs Trust.

We discussed the importance of a special needs trust, trust options, how they function, and important things to consider as you start down the path of trust planning!

On the Agenda:

-What is the Oregon Special Needs Trust?

-Fees, set-up and trust administration of the OSNT

-Private versus pooled trusts - What’s the difference?

-How to best use ABLE accounts and special needs trusts

-When should a family begin thinking about a special needs trust?

-Building a support team for a disabled loved one

-Family member or professional? Considerations when naming a trustee of a special needs trust

-And more!