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Wills & Estate Considerations for families with special needs. Presenter: Lawson Knight - Shared screen with speaker view
Elizabeth Razo
23:43
will we get copies of the information and vocabulary terms?
Cyndy Knight
23:45
It is now. Thanks for the reminder.
Cyndy Knight
24:10
And if you would like a copy of all powerpoint as a pdf, I am happy to send you one, just let me know.
Elizabeth Razo
24:43
yes please
Cyndy Knight
25:05
I'll ask Lawson to fill in the definitions in the powerpoint prior to sending.
Elizabeth Razo
27:10
is a state rep the same person as a trustee?
Cyndy Knight
33:28
To find help in preparing an Advanced Care Directive, please visit: caringinfo.org, click Advanced Care Planning, click Advance Directives, Download your state's directives. It will help you create the Directive for these uncertain times, for young adults 18 and over.
Cyndy Knight
38:10
Any questions so far?
Jeanne Walter
40:29
You can name your beneficiary as the trust and then name your child in the trust, correct?
Elizabeth Razo
45:42
if I listed my son with a disability as a beneficiary for my life insurance, would those funds be counted against the $2000. means limit?
Angela Witt
47:16
Would you recommend getting and advanced directive for our children over 18 if you do not have a guardianship in place?
Jeanne Walter
50:00
Would the $100,000 amount limit SSI benefits if they were listed in a trust? Even if multiple children are in trust? Any special limits to Special Needs Trusts?
Cyndy Knight
50:02
As a personal response to that question we will most likely be doing one for Madelyn (19). I think it would be quicker and easier to set up right now.
SHANNON Bergevin
01:00:41
how do you decide which kind of trust- ddeft vs my own family special needs trust?
Jeanne Walter
01:04:22
Is it possible that the ddeft will no longer match contributions in the future?
Angela Witt
01:10:05
Thank You Lawson. This is so helpful.
SHANNON Bergevin
01:10:19
thanks Lawson!
Jeanne Walter
01:10:28
Thank you very much!
Lawson Knight
01:10:42
lawsonfknight@gmail.com
Lawson Knight
01:10:50
509-386-1295
SHANNON Bergevin
01:10:56
thanks cyndy!
Shamra
01:11:02
Thank you, Lawson!
Cyndy Knight
01:15:07
So glad everyone could join us tonight.