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Special Needs Trust & the Impact of the Able Act

December 13, 2018 @ 11:00 am - 1:00 pm

Free but reserve your space
  • What is a Special Needs Trust?
  • What is the ABLE ACT?
  • What happens if I don’t have a Special Needs Trust and my assets pass to my loved one directly?
  • Which type of Special Needs Trust is appropriate to set up for your family member with special needs?
  • If you already have a Special Needs Trust do you know which type of trust it is?
  • How does a special needs trust work together with your other long term planning goals/strategies for your loved one with special needs?
  • Is your planning for the future of your loved one complete with a Special Needs Trust? Or is there more you should consider doing?
  • When and how is it beneficial to use an ABLE ACT Account?
  • How to plan for your home and excess retirement accounts?

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For more information contact the organizer listed below.

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Details

Date:
December 13, 2018
Time:
11:00 am - 1:00 pm
Cost:
Free but reserve your space

Organizer

Denise Green
Phone:
845.228.7457 ext. 1109
Email:
dgreen@putnamils.org

Venue

WILC
10 County Center Road
White Plains, NY 10607 United States
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