Special Needs Trusts - an Overview

Join us for the launch of the Wayfinder Speaker Series, sponsored by Cary Estate Planning! Our first event will be an informative session on Special Needs Trusts (SNTs).

Learn about the benefits and importance of setting up a Special Needs Trust for your child with a disability. Our experts will provide a clear overview of what SNTs are, how they work, and why they are crucial for securing your loved one's financial future without jeopardizing their eligibility for essential government benefits.

Who Should Attend:

• Parents and grandparents of children with disabilities are especially encouraged to attend.
• While much of the information covered will be more immediately relevant to households where the person with a disability is at least 14 years old, the foundational knowledge shared can be helpful for anyone planning for the future of a loved one.

What to Expect:

• Gain valuable insights and get your specific questions answered during a dedicated Q&A session.
• Check out our resource tables for additional materials and information from local organizations.

Future Topics in the Wayfinder Speaker Series will cover a roadmap for a secure future, including: ABLE accounts, Social Security benefits, healthcare, wellness, and data-driven planning!

Don't miss this opportunity to take the next step in securing a stable future. We look forward to seeing you there!

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