BDI Empowers Webinar

A Special Needs Trust through the Georgia Community Trust at Bobby Dodd Institute (GCT of BDI) provides families with a secure and flexible way to protect a loved one’s financial future while helping preserve eligibility for essential benefits. In this webinar, we will walk step by step through the process of establishing a Special Needs Trust with GCT of BDI, including the different types of trusts available, required documentation, and how to complete the Joinder Agreement that formally creates the trust.

Participants will also learn about GCT of BDI’s ongoing trust management services, including how funds are administered, monitored, and tailored to meet each beneficiary’s unique needs over time. Families will gain a clearer understanding of how professional trust administration can simplify the process, provide responsible oversight, and offer long-term peace of mind knowing their loved one’s resources are managed with care.

Key Takeaways:

• Learn the steps involved in setting up a Special Needs Trust through the Georgia Community Trust at Bobby Dodd Institute.
• Understand the different types of Special Needs Trusts and how they support long-term financial planning.
• Review the documentation needed and the process for completing the Joinder Agreement.
• Learn how trust funds are managed, monitored, and administered to support the beneficiary’s needs.
• Understand how professional trust management can provide families with greater confidence and peace of mind.

Who Should Attend:

Families, parents, caregivers, individuals with disabilities, attorneys, financial professionals, case managers, service providers, and anyone involved in planning for the long-term financial security of a person with a disability.