Presented by David Frick, CPA, MBA
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 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 discussion is for you! Further, PA ABLE will be discussed.