Have you heard about special needs trusts and the letter of intent, and wondered what they are and if your family and loved one with a disability could benefit from having them as part of your special needs financial plan?
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. The letter of intent is a document that provides guidance and instructions regarding the care and well-being of an individual with special needs.
Please join Ken Prodger and Scott Gill of Special Needs Planning Group as they discuss:
- The differences between a first party, third party, and pooled special needs trusts
- The rules around special needs trust and how to set one up
- How the letter of intent fits into life care planning
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This is a Connections California event, a project of Parents Helping Parents – Silicon Valley. Connections California is in part sponsored by the San Andreas Regional Center and the California Department of Developmental Services.
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