Special Needs Trust Basics

2701 Southwest Randolph Avenue,Topeka KS 66611

13 April, 2023

Description

Are you a parent, grandparent or caregiver of a child or adult with a disability? Are you concerned about planning for your loved one’s financial future, or not sure how to start? In this presentation we will discuss Special Needs Trust basics and what you need to know to create a successful financial plan for your loved one. Topics Covered: What is a Special Needs Trust? First Party Special Needs Trusts Third Party Special Needs Trusts Pooled Special Needs Trusts Funding a Special Needs Trust How a Special Needs Trust can be Utilized