Steve’s continuing education class for professionals on special needs planning was well received by the CPAs, Insurance and Financial Professionals in attendance. Some of the information received that was most meaningful to the attendees included:
“The ability to keep the challenged child on SSI and Medicaid if properly done.”
“Special Needs Trusts clarification.”
“The relationship between Government benefits and Special Needs Trusts.”
Some of the things the attendees liked most were:
“The use of real case examples.”
“Kept it moving and it was thorough.”
If you or a close friend or client have a physically or mentally challenged loved one receiving Government benefits, improper Estate planning can knock them off of their benefits. Make sure a well versed Estate Planning Attorney does the proper planning to avoid losing those well earned benefits.
At the Law Firm of Steven Andrew Jackson, Attorney and Counsellor at Law, we have helped hundreds of families protect themselves and their loved ones, avoid Estate Taxes and Probate Costs, and keep their Estate Plans current with the law through The Customized Protective Estate Planning Solution™.