life and estate planning for families with special needs
Download
Skip this Video
Download Presentation
Life and Estate Planning for Families With Special Needs

Loading in 2 Seconds...

play fullscreen
1 / 28

Life and Estate Planning for Families With Special Needs - PowerPoint PPT Presentation


  • 374 Views
  • Uploaded on

Life and Estate Planning for Families With Special Needs. Matthew Bogin, Esq. 5454 Wisconsin Avenue Chevy Chase, MD 20815 301- 656 - 1755. [email protected] Introduction. What we will cover Why it is important. [email protected] Things to Know. SSI SSDI

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Life and Estate Planning for Families With Special Needs' - zareh


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
life and estate planning for families with special needs

Life and Estate Planning for Families With Special Needs

Matthew Bogin, Esq.

5454 Wisconsin Avenue

Chevy Chase, MD 20815

301- 656 - 1755

[email protected]

introduction
Introduction
  • What we will cover
  • Why it is important

[email protected]

things to know
Things to Know
  • SSI
  • SSDI
  • MEDICAID
  • MEDICARE
what is a will
What is a will?Wills
  • Ensure Compliance with state law

[email protected]

how is a will created
How is a Will Created?
  • Do not forget to comply with all formalities

[email protected]

what assets does a will cover
What Assets Does a Will Cover?
  • Issues with life insurance
  • Issues with retirement plan assets

[email protected]

letters of intent
Letters of Intent
  • While not “legally binding” they are extremely important

[email protected]

special needs trust
Trusts Created and Funded by Someone Else

Trusts Funded with Funds Belonging to a Person with a Disability

Special Needs Trust

[email protected]

first party trusts
First Party Trusts
  • Remember whose funds and do not co-mingle

[email protected]

how much money
How Much Money?
  • When should trusts be funded
  • How should trusts be funded

[email protected]

who should be the trustee
Who Should Be the Trustee?
  • Individuals vs. Corporate Trustees
long term care
Long Term Care
  • Why is it important for parents

[email protected]

estate planning for families with special needs

Estate Planning for Families With Special Needs

Matthew Bogin, Esq.

5454 Wisconsin Avenue

Chevy Chase, MD 20815

301- 656 - 1755

[email protected]

ad