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SPECIAL NEEDS TRUST SEMINAR
 
Saturday, July 15, 2017 at TERI, Inc.
9:30 am - 11:30 am
INFORMATION:
SNTF (619) 201-2672

THE CURRENT DILEMMA:

  • Parents with a child who has a disability often find themselves in a dilemma when planning for the future of this child.
  • Individuals with special needs may have resources from an inheritance or settlement that may exclude them from receiving government support.
The Special Needs Trusts were established to assist families and individuals with special needs establish a discretionary trust that allows them to supplement the child’s or individual’s monthly income from SSI with restricted funds with no adverse effects. This seminar will inform families and individuals of their options for estate planning.

WHAT YOU’LL LEARN:

  • Planning for the future
  • Court vs. non-court procedures
  • Advantages of the Special Needs Trust and individual trust
  • Options regarding trustee, including the Special Needs Trust Foundation
  • Difference between a First-Party or Self-Settled Trust and a First-Party Trust


SPEAKER PROFILE:
July 15, 2017 -
Mary Waltari – Attorney At Law
Practice areas include Special Needs Trusts, Estate Planning, and Conservatorships


REFRESHMENTS

THE SPECIAL NEEDS TRUST FOUNDATION (SNTF) is a joint effort of Access to Independence, The Arc of San Diego, Community Catalysts, Community Options, Developmental Services Continuum, Friends of Vista Hill, Home of Guiding Hands, NAMI San Diego, Sharp Healthcare Foundation, St. Madeleine Sophies Center, United Cerebral Palsy Assoc. Of San Diego, and Unyeway.

REGISTRATION:
$8 per person*
$10 per family
*Seminar free of charge for people with disabilities.

The SNTF thanks Mary Waltari and Philip Lindsley for Speaking free of charge. Fee covers costs related to seminar.


ADDRESS

TERI, Inc.
251 Airport Road
Oceanside, CA 92058


Download information and registration forms:
 
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