How Pooled Trusts Protect Benefits & Inheritances with Kathy Cecil and Michele Fuller

Описание: For individuals receiving SSI, Medicaid, or other means-tested public benefits, receiving a settlement or inheritance without a plan in place can lead to devastating benefit loss.

In this webinar, Michele Fuller is joined by Kathy Cecil, Executive Director of Springhill Housing Corporation, to explain how pooled special needs trusts (SNTs) can protect eligibility for essential benefits while preserving funds for long-term needs.

Kathy's Contact Information
[email protected]
248-269-1319
https://springhillpooledtrust.org/

Pooled Special Needs Trust Article by Michele P. Fuller and Kevin Urbatsch: https://www.americanbar.org/content/d...

00:00 Introduction
01:49 What We'll Cover Today
02:38 Meet Guest Speaker Kathy Cecil
03:21 Why Pooled Trust Planning Matters for SSI & Medicaid
10:06 Why Professional Administration of Special Needs Trusts Is Critical
15:28 What Is a Third-Party Special Needs Trust or Pooled SNT?
18:59 First-Party vs. First-Party Pooled Special Needs Trusts
22:55 Overview of Springhill Community Fund
26:18 Legal Requirements for Setting Up a Pooled Trust
30:45 Can Springhill Accept Beneficiaries from Out of State?
32:18 How Springhill Manages and Invests Trust Funds
37:27 When Is a Pooled Special Needs Trust the Right Fit?
46:30 Key Takeaways and Final Thoughts
51:29 Audience Q&A with Kathy Cecil

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