Special needs trusts (part 2)
Monday, March 26th, 2007Inheritance 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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