BDI Empowers Webinar

Families planning for a loved one with a disability face unique challenges in balancing financial security with eligibility for critical benefits. This webinar will provide practical guidance on creating a third-party special needs trust and how they can safeguard benefits while providing long-term financial security.

 What You’ll Learn:

• Why a Third-Party Trust Matters: Understand how these trusts differ from first-party trusts and why they are essential for preserving SSI and Medicaid eligibility.
• Funding Strategies: Explore what assets can be placed in a third-party trust and how to structure contributions without jeopardizing benefits.
• Choosing the Right Trustee: Tips for selecting a trustee who can manage the trust effectively and in accordance with legal requirements.
• Avoiding Common Pitfalls: Discover mistakes families often make and how to prevent costly errors that could disqualify benefits.
• Integrating with Your Estate Plan: Learn how to coordinate the trust with wills, life insurance, and retirement accounts.
• Tax Considerations: Get an overview of tax implications for the trust and beneficiaries.
• Steps to Get Started: A clear roadmap for setting up a third-party trust in 2026.