Property planning is overwhelming interval. However once you’re doing that planning and incapacity is concerned, it will get much more complicated.
That’s why the subsequent DISABILIFINANCE webinar will give attention to property planning points. Presenting is Jillian Zacks, Esq., a Pittsburgh-based property legal professional who focuses on incapacity planning. Earlier than we get into a few of the content material she’ll cowl, listed below are the essential particulars you could know:
Date: November 15, 2024
Time: 4p Japanese
CFP Board CE hours: 1.0
Find out how to attend: Get your ticket right here
Supplemental Wants Trusts
The very first thing Jillian will likely be protecting is supplemental wants trusts (also referred to as particular wants trusts or SNTs.) These are automobiles that shelter property 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 current SNT to shelter property slightly than spending them down as different members of the family take into consideration enrolling in a few of these applications.
ABLE accounts
ABLE accounts are extra of a residing account than a dying account. However typically they’ll 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 would possibly 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 provide CFP Board CE hours and will likely 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 embody:
- Disabled folks or mother and father of disabled youngsters. (Or different members of the family who’re concerned with these monetary methods at any stage of life.) Whereas nobody session will be thought-about a whole schooling throughout all monetary matters or particular recommendation in your particular scenario, if it is 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 will help inform you in your respective subject.
- 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 approach. You’ll have the distinctive alternative to be taught immediately from a few of the prime consultants on this subject — like Jillian.
Don’t hesitate — get your ticket in the present day! Not solely will you get entry to a invaluable schooling on SNTs and property planning, however you’ll even have a chance to get your personal questions answered by the professional in our Q&A session.
