Basic Estate Planning for Individuals Living with Brain Injuries and Their Families

Event Details

Many individuals with disabilities, including those living with brain injury, rely
on various means tested entitlements to support themselves in the
community. Many also need “fiduciary” assistance –– help making financial
decisions. One of the most effective tools for providing financial
management and ensuring benefit eligibility for individuals with disabilities is
the “Supplemental” or “Special” Needs Trust. In this program you will learn the
difference between an Agent, Guardian, Trustee and Representative Payee,
the different standards of capacity for each, the importance of having a Will,
basic financial eligibility for the government benefits, and the different types
of Supplemental (Special) Needs Trusts that are used to help support
individuals with disabilities in the community.