Estate Planning: Special Needs Planning for Individuals and Caregivers

By |2020-05-02T16:22:12-04:00Oct 18, 2019|Financial Planning, Webinar|

In this webinar, learn how to leave money and other assets for the benefit of a child with special needs without causing the child to lose important public benefits, including understanding the difference between a payback special needs trust and a third-party discretionary trust. ABLE accounts and benefits, such as SSI and Medicaid, are also discussed.