How Pooled Trusts Protect Benefits & Inheritances with Kathy Cecil and Michele Fuller скачать в хорошем качестве

How Pooled Trusts Protect Benefits & Inheritances with Kathy Cecil and Michele Fuller

For individuals receiving SSI, Medicaid, or other means-tested public benefits, receiving a settlement or inheritance without a plan in place can lead to devastating benefit loss. In this webinar, Michele Fuller is joined by Kathy Cecil, Executive Director of Springhill Housing Corporation, to explain how pooled special needs trusts (SNTs) can protect eligibility for essential benefits while preserving funds for long-term needs. Kathy's Contact Information kcecil@chninc.net 248-269-1319 https://springhillpooledtrust.org/ Pooled Special Needs Trust Article by Michele P. Fuller and Kevin Urbatsch: https://www.americanbar.org/content/d... 00:00 Introduction 01:49 What We'll Cover Today 02:38 Meet Guest Speaker Kathy Cecil 03:21 Why Pooled Trust Planning Matters for SSI & Medicaid 10:06 Why Professional Administration of Special Needs Trusts Is Critical 15:28 What Is a Third-Party Special Needs Trust or Pooled SNT? 18:59 First-Party vs. First-Party Pooled Special Needs Trusts 22:55 Overview of Springhill Community Fund 26:18 Legal Requirements for Setting Up a Pooled Trust 30:45 Can Springhill Accept Beneficiaries from Out of State? 32:18 How Springhill Manages and Invests Trust Funds 37:27 When Is a Pooled Special Needs Trust the Right Fit? 46:30 Key Takeaways and Final Thoughts 51:29 Audience Q&A with Kathy Cecil #PooledTrust #specialneedstrust #SettlementPlanning #DisabilityPlanning #ssibenefits #medicaidplanning #PublicBenefitsProtection #FirstPartyTrust #ThirdPartyTrust #SpringhillHousing #AdvocacyInc #MicheleFuller #KathyCecil