This session will explore key elements of special needs trusts, including their primary purpose of preserving public benefits and secondary benefits like fiduciary protection, caregiving, and asset management. Learn about common pitfalls such as confusing benefit programs, improper trust drafting, poorly planned management teams, and ineffective administration practices.
This webinar is ideal for professionals, caregivers, and anyone planning for the future of a loved one with disabilities. Gain insights to avoid costly errors, ensure financial and legal safeguards are in place, and better understand the nuances of this unique planning process.
This session will explore key elements of special needs trusts, including their primary purpose of preserving public benefits and secondary benefits like fiduciary protection, caregiving, and asset management. Learn about common pitfalls such as confusing benefit programs, improper trust drafting, poorly planned management teams, and ineffective administration practices.
This webinar is ideal for professionals, caregivers, and anyone planning for the future of a loved one with disabilities. Gain insights to avoid costly errors, ensure financial and legal safeguards are in place, and better understand the nuances of this unique planning process.