Plan for Your Loved One's Future with Confidence
If you’re supporting a loved one with physical or mental impairments, you may have wondered, "How can I save for their future without risking the benefits they depend on? In this webinar, our specialists discuss important planning considerations for families, including preserving government benefits, understanding planning tools, navigating trustee responsibilities, and accessing valuable advocacy resources. Our goal is to help you better understand options and feel more confident about planning for the future.
Key Webinar Takeaways:
- Building relationships with healthcare providers, schools, support organizations, and parent networks helps families become stronger advocates for their loved ones.
- Special Needs Trusts are designed to supplement—not replace—government benefits and can fund quality-of-life expenses without giving the beneficiary direct control of assets.
- Understanding the difference between First-Party and Third-Party Trusts is important, particularly regarding funding sources and Medicaid payback requirements.
- Selecting the right trustee is critical because of their essential role in managing the trust and making informed decisions that help protect the beneficiary’s long-term financial well-being and eligibility for public benefits.
- ABLE Accounts can complement a special needs planning strategy by offering tax-free saving tools that can be used for a wide range of qualified disability expenses while helping individuals maintain eligibility for certain public benefits.
Webinar Resources:
Watch the Webinar Recording
Questions About Supplemental and Special Needs Trusts?
Whether you’re just getting started or reviewing an existing plan, Susan, Scott, and Frank can assist you in exploring strategies to support your loved one’s future.
Susan Daileader, CFP®, CLTC
Vice President & Financial Consultant
Services Offered: Financial Consulting
Contact Susan
Scott Scales
First Vice President & Senior Fiduciary Officer
Contact Scott
Frank Mulé, JD
VP, Estate Settlement & Trust Termination Officer
Contact Frank
