2025 Planning Ahead: Estate Planning workshop Part III
Автор: St. Louis Arc
Загружено: 2026-01-17
Просмотров: 4
Описание:
Continued from Part II: • 2025 Planning Ahead: Estate Planning works...
Please email [email protected] if you would like to receive a copy of the handouts from this event.
00:00 Common estate planning pitfalls that could disqualify someone from public benefits
05:42 Next steps after this workshop
10:17 What if you set up a special needs trust in one state and then move to another?
12:02 Reviewing existing trusts for changes and updates
12:49 How earning potential can be taken into consideration
14:07 Restating a trust
15:16 Most common issues found when reviewing special needs trusts
16:47 What if the special needs trust was setup before the parents divorced?
18:46 How often should an attorney review your estate plan?
20:17 Having a special needs trust when moving into a group home
23:28 How Secure Act funds can affect the estate plan
St. Louis Arc website: https://www.slarc.org/
St. Louis Arc calendar of events: https://www.slarc.org/programs/calend...
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