Planning For Aging Adults Experiencing Disabilities

There are often tough decisions to be made as we and our loved ones age. Knowing where to turn for solutions to a unique situation involving a disabled person can be overwhelming.

Families and individuals often need support making some of those decisions. Decisions about when care is needed in the home, what living situations are healthiest for our loved one and questions around specific disabilities are all common dilemmas.

Special guest, Joyce Sjoberg of Aging Advisors, joined us and answered some key questions!

What Every Special Needs Trustee Should Know to Reduce Stress, Live Longer, and Keep Everyone Happy

The legal complexities, risks and responsibilities of trusts can be daunting for experienced trustees to navigate. Therefore, it is not surprising that many non-professional trustees can find this new landscape overwhelming. In this webinar, we will discuss the tips to help non-professionals trustees understand their responsibilities and avoid typical pitfalls.

Topics Discussed:

  • Trust and Trustee Basics

  • Importance of having a trust

  • Taxation of trusts and filing tax returns

  • Limiting your liability

  • How to build a support team and who should be involved

  • How to track disbursements and properly document transactions

  • How to review the trust document—each is drafted differently!

The HEALS Act & Building a Support Team: Choosing a Trustee

One of the most important roles of a support plan is the trustee of a special needs trust. During this private client webinar, Jake Lingo, a professional trustee, will discuss some of the most important topics regarding hiring, planning around and being a trustee for a special needs trust. 
 

What we'll cover:

  • Considerations when deciding upon a professional or a family member trustee.

  • From the perspective of a professional trustee, what are the ongoing duties and obligations?

  • The importance of building a support team.

  • Proactive planning! What parents can do now to ensure a future plan is in place for a child.

  • Pros and cons of naming co-trustees.

  • Best practices to lead to successful outcomes as a trustee.