Preserving Governmental Benefits Using Special Needs Trusts


Preserving Governmental Benefits Using Special Needs Trusts


April 7, 2021

Preserving Governmental Benefits Using Special Needs Trusts: Join us as we cover an overview of governmental benefits, such as SSI/SSDI and Medicaid/Medicare benefits and eligibility requirements, types of special needs trusts and how they can preserve means-tested governmental benefits to improve quality of life for beneficiaries with disabilities, and various operational issues of special needs trusts, including the selection and duties of an appropriate Trustee and various trust disbursement issues relating to transportation, housing, food and shelter costs, travel and vacations, and payments to family and non-family caregivers.

Guest Presenter: Joel A. Mendler; Baldwin Haspel Burke & Meyer, LLC

To register, click on the link below. After registering you will receive a confirmation email containing information about joining the Virtual Zoom Training.

More information

View full calendar