Special Needs Planning: What you need to know to protect a loved one with a disability

Attorneys Michael Gilfix and Mark Gilfix, co-authors of “Special Needs Trust Creation and Management Guide,” will address the following topics:

• The Planning Steps You Must Take to Protect Your Child with Special Needs

• Why a Special Needs Trust may be the Most Important Document You Ever Create

• How to Create and Structure a Special Needs Trust

• Preserving Eligibility for SSI, Medi-Cal

• Saving a Place to Live for Your Loved One: Avoiding Massive Prop 19 Tax Increases

• Choosing the Special Needs Trust Trustee

• ABLE Act Accounts – What They Are and How to Create