If You Think the Typical Special Needs Trust
Is 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?
Learn how to custom-build SNT planning (and differentiate yourself in the marketplace) by solving these and other critical disability planning issues by joining us for a program entitled, “Planning for Loved Ones with Disabilities” sponsored by the Academy of Special Needs Planners with guest speaker, estate planning attorney and California Bar Certified Specialist in Estate Planning, Trust & Probate Law, Kevin Urbatsch.