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Special Considerations and Special Needs Trust

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Special Considerations and Special Needs Trust

April 17, 2014 - 5:00pm to 6:15pm
Eastern Standard Time


Description 

Consumers who struggle with keeping their assets below $2000 to comply with SSI and Medicaid regulations should know that they may use one of two special trusts to shelter their excess assets. These trust accounts can then be used to supplement basic needs such as travel, over-the-counter medications, adaptive equipment, dental care, entertainment, and final expenses.   

In this webinar, you’ll learn about the Payback Trust and Pooled trust, including:

  • their differences, eligibility and other requirements

  • how to fund the chosen trust,

  • allowable expenditures and how to set aside funds for final expenses, and

  • how to determine where remaining funds will be disbursed after death.   

Join this webinar and learn to help the people you support have dignity throughout their lives and in death.

Speakers

  • Tia Marsilli, Director of Trusts, The Arc of Northern Virginia

  • Ruth Wolf, Senior Consultant, Special Considerations

Registration

  • ANCOR member: $59

  • Non-member: $79

  • Registration is closed.