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Special needs trusts (part 2)

Inheritance versus trust. Pooled versus private. Grantors versus trustees. Payouts and benefits cutoffs and “testamentary” and “inter vivos” and what does all this mean when you’re just trying to have a life with a special-needs child!? The nuts and bolts of establishing a special needs trust for your loved one’s future can be befuddling, and in this session we look at some of the terms they’ve learned in setting up a trust for Alex. We also provide many print and Web-based sources for more information.

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This entry was posted on Monday, March 26th, 2007 at 12:40 pm and is filed under Family, special needs, Autism, financial planning. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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One Response to “Special needs trusts (part 2)”

  1. Catherine Benitz Says:
    March 26th, 2007 at 5:54 pm

    Very helpful session. You’ve provided lots of good information and resources that will encourage others to get started on planning for the future!

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