What We Need to Know: Special Needs Trusts and Letters of Intent

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 estate 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 Ellen Cookman, owner and principal attorney at Cookman Law, to learn about:
– The differences between first party, third party, and pooled special needs trusts
– The rules around special needs trusts and how to set one up
– How the letter of intent fits into life care planning
This webinar will provide live Spanish interpretation.

This is a Connections California event, a project of Parents Helping Parents – Silicon Valley. Connections California is sponsored in part by the San Andreas Regional Center and the California Department of Developmental Services.

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