2025 Planning Ahead: Estate Planning workshop Part III скачать в хорошем качестве

2025 Planning Ahead: Estate Planning workshop Part III

Continued from Part II:    • 2025 Planning Ahead: Estate Planning works...   Please email HandoutRequest@slarc.org if you would like to receive a copy of the handouts from this event. 00:00 Common estate planning pitfalls that could disqualify someone from public benefits 05:42 Next steps after this workshop 10:17 What if you set up a special needs trust in one state and then move to another? 12:02 Reviewing existing trusts for changes and updates 12:49 How earning potential can be taken into consideration 14:07 Restating a trust 15:16 Most common issues found when reviewing special needs trusts 16:47 What if the special needs trust was setup before the parents divorced? 18:46 How often should an attorney review your estate plan? 20:17 Having a special needs trust when moving into a group home 23:28 How Secure Act funds can affect the estate plan 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 #SpecialNeeds #EstatePlanning