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The How and Why of Estate Planning

The How and Why of Estate Planning

About This Webinar

Estate planning may be one of the most important and overlooked aspects of caregiving. When a proper estate plan is not in place, individuals and families may face a variety of issues affecting finance, housing, benefits, and services, among others. This webinar, designed for service providers and caregivers alike, highlights the importance of estate planning and focuses on plans that involve individuals with special needs. Join this interactive session to examine government programs designed for individuals with special needs, basic estate planning documents, first-party and third-party special needs trusts, general considerations for selecting fiduciaries, and other related topics.

Learning Objectives:

  • Develop a greater appreciation for the benefits of estate planning and the critical need for such plans in families with special needs.
  • Define the role that special needs trusts and ABLE accounts play in a special needs estate plan.
  • Identify tips for selecting an appropriate trustee, transferring assets to the trust, spending funds from the trust, and dealing with common trust administration issues.
  • Review strategies to protect eligibility for needs-based government benefits while providing supplemental funds to enhance the quality of life for an individual with special needs.

Presenter:

Alison Packard
The Packard Law Firm
San Antonio, Texas

CE credit is available!

RSVP to Register: https://oneop.org/event/147554/

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About the Extension Foundation

The Extension Foundation was formed in 2006 by Extension Directors and Administrators. Today, the Foundation partners with Cooperative Extension through liaison roles and a formal plan of work with the Extension Committee on Organization and Policy (ECOP) to increase system capacity while providing programmatic services, and helping Extension programs scale and investigate new methods and models for implementing programs. The Foundation provides professional development to Cooperative Extension professionals and offers exclusive services to its members. In 2020 and 2021, the Extension Foundation has awarded 85% of its direct funding back to the Cooperative Extension System, 100% of funds are used to support Cooperative Extension initiatives. 

This technology is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of useat extension.org/terms.

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