Understanding the Roles in a Special Needs Trust скачать в хорошем качестве

Understanding the Roles in a Special Needs Trust

Special Needs Trusts can be a critical planning tool, helping protect individuals with disabilities while preserving eligibility for essential government benefits. Understanding the roles and parties involved is key to ensuring the trust works as intended. 👉 Book a Call at https://www.cunninghamlegal.com/book-... for estate planning, special needs trusts, and benefits planning. In this webinar, attorney and author Jim Cunningham explains the key roles within a Special Needs Trust, including the beneficiary, trustee, successor trustees, and the party funding the trust. He also breaks down the important differences between First-Party and Third-Party Special Needs Trusts, and how each impacts benefits, administration, and long-term planning. If you want clarity on who should create, fund, and manage a Special Needs Trust, this webinar provides the guidance you need. 👉 Book a Call at https://www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamL... CONTACT us at https://www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust! #cunninghamlegal #specialneedstrust #estateplanning