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 Friday, March 19th at 10:00am as we answer some of the most important questions in preparation of drafting and funding a special needs trust for your loved one.

• 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

• Tip 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!