Wills & Estate Considerations for families with special needs. Presenter: Lawson Knight - Shared screen with speaker view
will we get copies of the information and vocabulary terms?
It is now. Thanks for the reminder.
And if you would like a copy of all powerpoint as a pdf, I am happy to send you one, just let me know.
I'll ask Lawson to fill in the definitions in the powerpoint prior to sending.
is a state rep the same person as a trustee?
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.
Any questions so far?
You can name your beneficiary as the trust and then name your child in the trust, correct?
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?
Would you recommend getting and advanced directive for our children over 18 if you do not have a guardianship in place?
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?
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.
how do you decide which kind of trust- ddeft vs my own family special needs trust?
Is it possible that the ddeft will no longer match contributions in the future?
Thank You Lawson. This is so helpful.
Thank you very much!
Thank you, Lawson!
So glad everyone could join us tonight.