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Real Estate & Special Needs Trusts Webinar

Topic: 7 Insightful Secrets When Purchasing or Leaving Real Estate to a Special Needs Trust

Description:

Real estate and homeownership is the top contributor to household wealth in the United States—almost 40% of an individual’s net worth! But, what happens to the family home when parents pass away? What should families be considering when buying a condo for our special needs child? Few families understand the complexities that arise when purchasing or leaving a real estate to a special needs child and their trust. In our monthly educational webinar, we’ll explore 7 of the most important considerations when thinking about purchasing or leaving real estate to support a child with a disability.

Topics Discussed:
• Properly funding a trust to support real estate ownership
• Rental properties—liability and cash flow considerations
• Special needs trust taxation
• Tips on real estate maintenance and upkeep
• Impact and Effect of Real Estate on government benefits
• How to Use an ABLE account effectively to support real estate endeavors
• And more!