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Please join attorney Ellen Cookman for a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into the following issues:
Should I have a stand-alone or testamentary special needs trust?
What is the difference between a first-party and third-party special needs trust?
When and how should I transfer assets into (i.e. “fund”) the trust?
What is an ABLE account and how can we use it?
Contact Sonia Plageman at 831-423-7713 or splageman@spinsc.org with any questions.