Special Needs Trust Seminar
Posted by DAWN at 8:53 AM
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Date:June 6, 2009 8:30 am -12:00 pm
Location: 212 River Dr, Rm 5, Wausau (north of Burns VFW Post)
Proposed Agenda:
- Planning for People with Disabilities
- Public Benefits Programs for People with Disabilities
- Estate Planning: What is a trust?
- Supplemental Needs Trusts: General
- Third Party Supplemental Needs Trusts
- Self-Settled Supplemental Needs Trusts
- Special Situations Involving Supplemental Needs Trusts
- Guardianship of a Minor or a Person with Disabilities
About Your Presenter:
Attorney Andrew Schmidt has set up Supplemental Needs Trusts for years helping citizens of Central Wisconsin protect their assets for themselves and their heirs. This seminar is intended for families of children or adults who are disabled and are likely to need professional management of an inheritance, gift, or settlement. If you are the parent or grandparent of a person who has a disability and you desire to protect that person from losing their inheritance, settlement, gifts, or distributions because they receive federal disability benefits then attendance at this seminar is critical.
No Fee to attend; please register by calling or send your name, address, and phone to:
UW-Extension Marathon County
212 River Dr, Ste 3
Wausau, WI 54403
715-261-1231
http://marathon.uwex.edu
Questions: call Jackie Carattini, Family Living Agent, UW-Extension 715-261-1242