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All About d4A Special Needs Trusts

May 18 @ 10:30 am - 11:30 am

Though sometimes shrouded in mystery, d4A special needs trusts, also referred to as 1st-party special needs trusts, are an important planning tool in specific situations for loved ones with disabilities.  Join Elville and Associates’ Principal and Senior Elder Law Attorney Lindsay V.R. Moss and she discusses the ins and outs of the d4A trust. 

Topics for discussion include:

— what can a d4A trust be used for?

— how to be a trustee of a d4A trust

— what can funds in a d4A trust be used for?

— how can a d4A trust affect public benefits?

— how does a trustee of a d4A trust account to the state for expenditures

— … and much more.

Please RSVP ahead of time by using the registration link here.  Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x108.  We look forward to hosting you!  

Open to clients, advisors, and the general public, 1.5 continuing education hours will be available for advisors who attend this webinar.  

#elvilleeducation

Details

Date:
May 18
Time:
10:30 am - 11:30 am
Event Category: