As part of our ongoing dedication to working with our clients and the local community, Gilfix and La Poll Associates, LLP, is hosting our ninth annual Special Needs Trust Community Seminar. The event is designed to provide you and your loved ones with up-to-date, reliable information about special needs trusts and public benefits eligibility for disabled individuals.
A Special Needs Trust, sometimes known as a supplemental trust, is a legal document that ensures there will be security in place in the future. One of the hardest things for any parent with a special needs child is planning for what happens when that parent is no longer able to care for the child. There are worries and concerns about what the future may hold. A Special Needs Trust can alleviate that concern by putting a trustee in place to oversee the management of the trust. The trust will hold assets that can be used for special interests, education, recreation – all without undercutting anyone's eligibility for much-needed government benefits.
We hope you'll join us at the Special Needs Trust seminar on April 2nd at the Crowne Plaza Cabana in Palo Alto, CA. There are two sessions: 2PM – 4PM and 6PM – 8PM, both free and open to the public. Also in attendance will be numerous local organizations.
For more information on the seminar or about special needs trusts, call (650) 493-8070 or (408) 971-7292.