Presented by David Frick, CPA, Financial Professional, AXA Advisors, LLC
Often the term “Special Needs Trust” is mentioned to individuals or caretakers of persons with disabilities, which does nothing but bring up questions such as: Who actually needs a Special Needs Trust?, What is its purpose?, How do they work?, Are they expensive?, When should one be put into place?, How is one setup? During this seminar, we will seek to provide some general answers to these questions and others. We will also talk about next steps to resolve all of your questions surrounding Special Needs Trusts. If you are an individual or caretaker of a person with disabilities and do not have a Special Needs Trust or forgot why you have one, this is a discussion for you! In conjunction with this topic, we will discuss how a PA ABLE account can fit into the financial plan for a special needs individual.