Handouts F2. Special Needs & Estate Planning: What Every Caregiver Needs to Know

Title

F2. Special Needs & Estate Planning: What Every Caregiver Needs to Know

Topics:

19

Image

Description

This session provides an overview of financial & estate planning for families that have dependents with disabilities. The presenter will address critical areas of concern, such as navigating and maximizing government benefits through an overview of programs such as Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), Waivers & Social Security. The session will also address important estate planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Participants will learn how special needs financial planning is different than traditional financial planning. Strategies will be presented to address funding of special needs trusts, tax planning considerations, and ensuring quality of life and lifetime care are maintained for loved ones.

Status

OldId

5980cf05140ba0ff678b457e

Posted Date:

7/31/2017 12:00:00 AM

TrainingTitle

2017 PA Community on Transition Conference

TrainingDate

8/9/2017 12:00:00 AM

Presenter

Patrick Bergmaier