Estate planning experts explain the different types of Special Needs Trusts (SNT) and offer tips to families to determine which one they should use.
Video Topics
Essential Considerations of Special Needs Trusts, Planning, and Guardianship
When planning for individuals with special needs, it’s vital to have the right legal documents in place, such as a Special Needs Trust (SNT), which protects eligibility for government benefits while securing financial stability. A letter of intent outlines care instructions, and a Power of Attorney (POA) designates someone to make financial and legal decisions on the individual’s behalf. ACTEC Fellows who specialize in special needs planning explain what you need to know.
Tips for Managing Digital Assets of a Deceased or Disabled Person
Tips for adding a legacy contact to email/social media accounts; recommendations for executors accessing digital property of disabled/deceased persons with no legacy contact.
Alternatives to Guardianship
Learn about alternatives to guardianship including revocable trusts, POA, medical orders and social security options from experts.
Supported Decision-Making
Experts on supported decision-making explain how this alternative to guardianship works and answer many questions families may have.
Special Needs Trusts
Estate planning experts explain the different types of special needs trusts, what to consider to avoid losing public benefits like Medicaid, and other potential pitfalls.
Choosing an Executor or Trustee
Selecting an executor or trustee to oversee your will or trust requires careful consideration. Learn about this topic from professionals in trusts and estates.
What is a Revocable Trust and Do I Need One?
Professor Mary Radford explains in everyday terms what you need to know about a Revocable Trust and if you need one through this informative video.