Special Needs Trust Seminar

Event Details

  • Date:

Special needs trusts were established to assist families and individuals with special needs establish a discretionary trust that allows them to supplement the child’s or individual’s monthly income from SSI with restricted funds with no adverse effects. This Special Needs Trust seminar will inform families and individuals of their options for estate planning.

What You’ll Learn on October 10:

  • Planning for the future
  • Court vs. non-court procedures
  • Advantages of the Special Needs Trust and individual trust
  • Options regarding trustee, including the Special Needs Trust Foundation
  • Difference between a First-Party or Self-Settled Trust and a First-Party Trust

Cost for the seminar is $8 per person (Seminar free of charge for people with disabilities), $10 per family. Location: The Arc of San Diego 9575 Aero Drive San Diego, CA 92123

For more info and to register visit http://www.sntf-sd.org/seminars.html