Building Financial Security Without Losing Benefits

Special Needs Trusts are among the most powerful tools in disability financial planning — and among the most frequently misunderstood. This webinar goes beyond the basics to address how trusts are funded, how they interact with SSI and Medicaid, and what families need to coordinate before and after establishing a trust.

Topics covered include:

• First-party vs. third-party Special Needs Trusts — key differences and when each applies
• How life insurance, retirement accounts, inheritance, and legal settlements interact with SNTs
• The Medicaid payback provision — what it means and how it affects planning
• Common funding mistakes and how to avoid them
• How SNTs and ABLE accounts work together
• The role of the trustee — responsibilities, risks, and options
• What happens to trust assets when the beneficiary passes away
• Coordinating SNT funding with estate planning across the entire family

Ideal for: Parents and grandparents of individuals with disabilities, estate planning and special needs attorneys, financial advisors, and anyone involved in disability-related estate planning.

• Webinars for Professionals, Schools & Employers
• SSI & SSDI Eligibility — What Families Need to Know
• Working While Receiving Benefits — What You Need to Know Before You Start
• Power of Attorney vs. Guardianship — Protecting Rights While Planning for the Future
• Blending State & Federal Funding Programs — How Benefits Work Together
• Medicaid vs. Medicare — Understanding the Differences That Matter
• Planning for Different Life Phases — A Disability Life Planning Roadmap
• Understanding the ABLE Act — Savings, Independence & Benefits Protection
• Frequently Asked Questions: Disability Planning Webinars & Workshops

Serving families, professionals, and organizations in Pennsylvania, the greater Philadelphia area, the New York City metro area, New Jersey, and nationwide via remote consultation.