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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