2024 Special Needs Trust Workshop - Part I

Find out how to plan for the financial security of an individual with intellectual and developmental disabilities, while preserving benefits such as Medicaid and Social Security Income.
Presenter: Joshua Hutkins, Attorney, Sandberg Phoenix
Throughout this presentation, the individual with special needs is referred to as "Joey"
00:00 Introductions
01:59 Public benefits overview
03:06 Supplemental Security Income (SSI) overview
07:05 What is considered a resource for SSI?
09:42 Which resources are exempt from SSI?
17:05 Purpose of a Special Needs Trust
22:11 Common public benefit eligibility pitfalls and how a Special Needs Trust can help
31:41 Typical cost range to create a Special Needs Trust
31:59 Leaving a home to an individual receiving SSI
33:30 Is your Special Needs Trust valid in every state?
34:05 How the type of Special Needs Trust affects the Medicaid payback provision
34:41 Adding a Special Needs Trust to an existing estate plan
Please email [e-mail] if you would like to receive a copy of the handouts from this event.
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