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Special Needs Trust

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PaulNidich

This is a power point presentation I narrated to help parents understand some basic information about special needs (supplemental services) trusts and how to hire an attorney.

Self Improvement
1 of 35
 
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
THE PRIMARY CONCERN OF FAMILIES WITH MEMBERS WHO HAVE DISABILITIES: ,[object Object],[object Object]
THE ANSWER ,[object Object]
SUPPLEMENTAL NEEDS PLANNING – ,[object Object],[object Object],[object Object]
[object Object]
PRELIMINARY QUESTIONS TO DETERMINE THE TYPE OF ESTATE PLAN WHICH IS MOST APPROPRIATE FOR YOUR SITUATION
PRELIMINARY PLANNING QUESTION - I ,[object Object]
ACTION: ,[object Object]
ACTION: ,[object Object]
PRELIMINARY PLANNING QUESTION - II ,[object Object]
ACTION: ,[object Object]
WHY? ,[object Object],[object Object],[object Object]
GOVERNMENT BENEFITS ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object]
TRUST PLANNING ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
LIVING TRUST ,[object Object]
DISCRETIONARY TRUST ,[object Object]
DISCRETIONARY TRUST ,[object Object],[object Object]
SUPPLEMENTAL NEEDS TRUST (DRAFTED) ,[object Object]
SUPPLEMENTAL NEEDS TRUST (STATUTORY) ,[object Object]
SUPPLEMENTAL NEEDS TRUST (STATUTORY) ,[object Object]
“ SIBLING TRUST” ,[object Object]
INTERVIEW THE PROSPECTIVE ATTORNEY ,[object Object]
INTERVIEW THE PROSPECTIVE ATTORNEY ,[object Object]
INTERVIEW THE PROSPECTIVE ATTORNEY ,[object Object]
INTERVIEW THE PROSPECTIVE ATTORNEY ,[object Object]
MY SUPPLEMENTAL NEEDS TRUST “PACKAGE” ,[object Object],[object Object],[object Object]
MY SUPPLEMENTAL NEEDS TRUST “PACKAGE” ,[object Object],[object Object]
DIAGRAM OF TRUST PLAN I TYPICALLY USE
WHAT DOES THIS COST? ,[object Object]
WHAT DOES THIS COST? ,[object Object]
WHAT DOES THIS COST? ,[object Object]
WHAT DOES THIS COST? ,[object Object]
THANK YOU FOR YOUR TIME! © Paul A. Nidich, J.D., LL.M. (Taxation) 4555 Lake Forest Drive Suite 365 Cincinnati, OH 45242 513.563.1595 http://www.specialneedslawyer.biz

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Special Needs Trust

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  • 7. PRELIMINARY QUESTIONS TO DETERMINE THE TYPE OF ESTATE PLAN WHICH IS MOST APPROPRIATE FOR YOUR SITUATION
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  • 30. DIAGRAM OF TRUST PLAN I TYPICALLY USE
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  • 35. THANK YOU FOR YOUR TIME! © Paul A. Nidich, J.D., LL.M. (Taxation) 4555 Lake Forest Drive Suite 365 Cincinnati, OH 45242 513.563.1595 http://www.specialneedslawyer.biz