Property planning is overwhelming interval. However whenever you’re doing that planning and incapacity is concerned, it will get much more complicated.
That’s why the subsequent DISABILIFINANCE webinar will deal with property planning points. Presenting is Jillian Zacks, Esq., a Pittsburgh-based property lawyer who focuses on incapacity planning. Earlier than we get into a number of the content material she’ll cowl, listed here are the necessary particulars it’s worthwhile to know:
Date: November 15, 2024
Time: 4p Japanese
CFP Board CE hours: 1.0
The right way to attend: Get your ticket right here
Supplemental Wants Trusts
The very first thing Jillian can be masking is supplemental wants trusts (often known as particular wants trusts or SNTs.) These are automobiles that shelter belongings for applications like SSI or Medicaid. There are two totally different sorts of SNTs. One has Medicaid payback provisions. The opposite doesn’t.
Plus, as you age, there’s methods to make use of an present SNT to shelter belongings quite than spending them down as different relations take into consideration enrolling in a few of these applications.
ABLE accounts
ABLE accounts are extra of a dwelling account than a dying account. However typically they will make sense in an property plan as they provide totally different options in comparison with an SNT.
Jillian’s a professional at laying out how and why you may need to combine these asset-sheltering accounts into your long-term monetary planning.
Do I’ve to be a monetary planner to attend?
Nope! Completely not. Whereas this webinar does supply CFP Board CE hours and can be structured to fulfill CFP Board necessities, there’s no certification requirement to attend. All are welcome.
Examples of people that have attended DISABILIFINANCE webinars up to now embrace:
- Disabled individuals or mother and father of disabled youngsters. (Or different relations who’re concerned with these monetary techniques at any stage of life.) Whereas nobody session may be thought of a whole schooling throughout all monetary subjects or particular recommendation in your particular scenario, if this can be a subject you are interested in you’re greater than welcome to affix us. (You’re additionally greater than welcome to inform your present CFP skilled about DISABILIFINANCE programs to allow them to higher serve you!)
- Different monetary professionals. DISABILFINANCE has a long-term aim of including persevering with schooling credit for different monetary professionals sooner or later. For now, you could possibly acquire pre-approval for credit as issues stand along with your certifying board. Attain out to them and examine! No matter instructional credit, attending may also help inform you in your respective area.
- Monetary writers or content material creators. If you wish to craft empathetic and knowledgeable content material for a rising portion of the American inhabitants, investing in a DISABILIFINANCE ticket can serve you in a giant method. You’ll have the distinctive alternative to study immediately from a number of the high specialists on this area — like Jillian.
Don’t hesitate — get your ticket at this time! Not solely will you get entry to a helpful schooling on SNTs and property planning, however you’ll even have a chance to get your individual questions answered by the skilled in our Q&A session.