Planning for Those with Special Needs & Care Concerns
Are you prepared to ensure your loved one with special needs is cared for after you’re gone? Join us for an exclusive webinar designed to guide you through the essential steps of estate planning for special needs individuals. Discover how to protect your loved one’s financial future while avoiding common pitfalls.
What You’ll Learn in This Webinar
● Understanding Special Needs Trusts: How these trusts safeguard assets while preserving eligibility for government benefits like SSI and Medicaid.
● The Role of a Licensed Professional Fiduciary: Why selecting a skilled, independent fiduciary is crucial to providing consistent care and sound financial management.
● Avoiding Costly Mistakes: Learn about the errors many families make when planning for special needs care—and how to prevent them.
● Funding a Special Needs Trust: Strategies to fund the trust and ensure it provides long-term security.
Who Should Attend?
This webinar is ideal for:
● Parents or guardians of individuals with special needs.
● Family members responsible for caregiving.
● Anyone looking to update or create an estate plan tailored for a loved one with special needs.
Why This Webinar Matters
Planning for a loved one with special needs goes beyond finances—it’s about ensuring they receive compassionate care, meaningful support, and the resources they need for a secure future. A well-structured special needs trust and the expertise of a licensed professional fiduciary can give you peace of mind, knowing your loved one will be in good hands.
If you have any questions before the event, please contact us at (310) 337-7696 or visit our Contact Page.
Event Links
Website: https://go.evvnt.com/2771034-0
