INSTANT DOWNLOAD: “Planning for Loved Ones with Disabilities”

If You Think the Typical Special Needs TrustIs Enough to Protect a Disabled Beneficiary on Public Benefits
– – Think Again!

Most estate planning attorneys and financial advisors know that a Special Needs Trust (“SNT”) can preserve a disabled beneficiary’s public benefits. However, even if that SNT legal document form you’re using is okay, there’s a lot more to proper disability planning than just a “boilerplate” SNT.

Are you considering and addressing…

• How to fund a lifetime financial plan to care for the loved one with disabilities?
• How to provide supplemental lifetime support by purchasing additional items and services that make life more rewarding?
• How to set up a system of advocacy to preserve the person’s civil rights?
• How to provide a lifetime caregiving arrangement?
• How to establish an efficient, knowledgeable, long-term management team?

To learn how to custom-build SNT planning (and differentiate yourself in the marketplace) by solving these and other critical disability planning issues we have brought in long-time SNT expert and founder of The Academy of Special Needs Planners, nationally renowned attorney Kevin Urbatsch, J.D., California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, for this practical 86-minute presentation entitled, “Planning for Loved Ones with Disabilities”.

Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials. A PDF transcript is available as an add-on for an additional fee.