Special Needs Trust & the Impact of the Able Act

• What is a Special Needs Trust?
• What is the ABLE ACT?
• What happens if I don’t have a Special Needs Trust and my assets pass to my loved one directly?
• Which type of Special Needs Trust is appropriate to set up for your family member with special needs?
• If you already have a Special Needs Trust do you know which type of trust it is?
• How does a special needs trust work together with your other long term planning goals/strategies for your loved one with special needs?
• Is your planning for the future of your loved one complete with a Special Needs Trust? Or is there more you should consider doing?
• When and how is it beneficial to use an ABLE ACT Account?
• How to plan for your home and excess retirement accounts?

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