Designed to hold and protect financial assets for the benefit of a disabled beneficiary, special needs trusts become important tools for families. The process, however, can be complex and overwhelming.
For those interested in finding out more about how to provide for the long-term financial needs of a disabled family member, Interim will host a free Virtual Special Needs Trusts Seminar on Thursday, Oct. 28 from 4:00 p.m. – 5:00 p.m.
The webinar will be a live, in-studio event with an emcee who will introduce pre-recorded segments from local experts Steve Mudd (Hempel and Mudd Law Firm), Liza Horvath (CTFA, AIF President Monterey Trust Management), and Vanessa W. Vallarta (judge for Monterey County Superior Court).
Produced by Mag One Media in Salinas, the Webinar will feature a “chat” session at the end, where a panel of experts can answer questions submitted live from viewers.
The webinar will provide basic information on ways to help protect people with special needs due to mental, physical, or developmental impairments and disabilities.
Topics include housing; financial assistance and funding to improve the quality of life by way of special needs trusts; spendthrift trusts; LPS conservatorships; probate conservatorships; and management of public benefits.
This webinar is also appropriate for attorneys, accountants, or professionals who represent people with disabilities.
Attendance is free, but registration is required through Eventbrite https://www.eventbrite.com/e/special-needs-trust-seminar-2021-tickets-165147979051 where guests will receive a Zoom link. For questions call (831) 649-4522, ext. 205.