Please join Stephen Dale of the Dale Law Firm and Golden State Pooled Trust as he explains everything you need to know about special needs trusts.
A special needs trust (SNT) allows for a person with a disability to maintain their eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits.
Please join Stephen Dale of the Dale Law Firm and Golden State Pooled Trust as he:
– Explains the differences between a first-party, third party, and pooled special needs trusts
– Defines vocabulary: including trust, trustee, guarantor, settlor, beneficiary
– Explains how a special needs trust works and how to set one up
– Discusses the essential characteristics of a special needs trust
Stephen Dale, an attorney, and disability rights advocate, spends much of his time attending disability rights activities, including legislative hearings and serving on boards/committees of disability rights organizations. He teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration with a special emphasis on achieving independence while maintaining essential government benefits.
This is a Connections California event. Connections California is a project of Parents Helping Parents – Silicon Valley.