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Special Needs Trusts

Date: 
Saturday, March 10, 2018 - 11:00am to 12:00pm

Often the term "Special Needs Trust" is mentioned to individuals or caretakers of persons with disabilities, which does nothing but bring up questions such as: Who actually needs a Special Needs Trust?, What is its purpose?, How do they work?. Are they expensive?, When should one be put into place?, How is one set up?, 

During this seminar we will talk about next steps to resolve all of your questions surrounding Special Needs Trusts. If you are an individulal or caretaker of a person with disabilities, then this discussion is for you. Included in the discussion will be how a PA ABLE account can fit into the financial plan for a special needs individual.

(PA Forward objective: Financial Literacy)

Relevance: