Virtual Workshop The Ins and Outs of Special Needs Trusts: How to Make Sure Your Loved One is Cared for When You're Gone November 18, 2020 • 4:00pm - 5:00pm

Learn more about Special Needs Trusts and how they can help you take care of your family. Presentation includes discussion of the following topics and Q&A:
If your loved one is receiving government benefits such as SSI or Medi-Cal, how can you leave an inheritance for them without jeopardizing benefits?
What is a Special Needs Trust and how should you incorporate one into your estate plan (i.e., your will or living trust)?
What should you consider when choosing the Trustee to be in charge of the Special Needs Trust and what are their responsibilities?

Stephen Wood is the founder of Wood Law located in Newbury Park. He is a State Bar Certified Specialist in Estate Planning – a credential obtained by less than one-percent of California attorneys. Stephen has helped hundreds of families to plan for their special needs children and is recognized as an expert in his field. He has presented on Special Needs Trusts for the National Alliance of Mental Illness, Center 4 Special Needs, the Center for Autism and Related Disorders and other similar organizations. (805) 623-7139 stephen@woodtrustlaw.com
www.woodtrustlaw.com

Please click the following link to join the virtual presentation via Zoom!
https://us02web.zoom.us/j/86564786629?pwd=UFpVaHVsY0pRUTRJdUVUWFE3UlQrQT09