2024 Special Needs Trust Workshop - Part I скачать в хорошем качестве

2024 Special Needs Trust Workshop - Part I

Find out how to plan for the financial security of an individual with intellectual and developmental disabilities, while preserving benefits such as Medicaid and Social Security Income. Presenter: Joshua Hutkins, Attorney, Sandberg Phoenix Throughout this presentation, the individual with special needs is referred to as "Joey" 00:00 Introductions 01:59 Public benefits overview 03:06 Supplemental Security Income (SSI) overview 07:05 What is considered a resource for SSI? 09:42 Which resources are exempt from SSI? 17:05 Purpose of a Special Needs Trust 22:11 Common public benefit eligibility pitfalls and how a Special Needs Trust can help 31:41 Typical cost range to create a Special Needs Trust 31:59 Leaving a home to an individual receiving SSI 33:30 Is your Special Needs Trust valid in every state? 34:05 How the type of Special Needs Trust affects the Medicaid payback provision 34:41 Adding a Special Needs Trust to an existing estate plan Please email HandoutRequest@slarc.org if you would like to receive a copy of the handouts from this event. St. Louis Arc website: https://www.slarc.org/ St. Louis Arc calendar of events: https://www.slarc.org/programs/calend... St. Louis Arc weekly enewsletter sign-up: https://www.slarc.org/get-involved/si... Connect with Us:   / stlouisarc     / stlouisarc     / stlouisarc   #StLouisArc #SpecialNeedsTrust #EstatePlanning