Learn how a Special Needs Trust can be an important financial tool for an individual with special needs.
A special needs trust, also known in some jurisdictions as a supplemental needs trust, is a specialized trust that allows the disabled beneficiary to enjoy the use of property that is held in the trust for his/her benefit, while at the same time allowing the beneficiary to receive essential needs-based government benefits. Parents Helping Parents recorded this webinar on September 10, 2020, as part of their monthly Autism Speaker Series and Support Group. The presenter is Ann Marshall Robbeloth, Attorney at the Law Offices of Ann Marshall Robbeloth, in San Jose, California.
About the presenter: Ann Marshall Robbeloth, JD, MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law since 1997. She opened her law office in 2005, with the goal of incorporating the unique qualities of each client into the planning process. Ann graduated from Santa Clara University with a Bachelor of Science Degree in Political Science and Psychology. She graduated from Tulane University with a Juris Doctor, as well as a Master of Social Work.
Parents Helping Parents (PHP) recorded this webinar on September 10, 2020, as part of their monthly Autism Speaker Series and Support Group. PHP is a nonprofit organization that provides information, training, individual assistance, and resources. PHP is not a law firm or legal service agency, and as such, the information contained in this video is provided for the purpose of informing the review, but should not be considered legal advice. For legal advice appropriate for your situation, you should consult an attorney.