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Sat, Mar 09



Tea Talk

Tea Talk
Tea Talk

Time & Location

Mar 09, 2024, 3:30 PM – 5:00 PM PST


About the event

Join us for an insightful Tea Talk as we explore the intricacies of Special Needs Trusts and their vital role in securing your child’s future. Whether you’re new to the concept or seeking clarity on implementation, our session will cover essential topics to empower your planning journey. Bring your questions and connect with fellow parents in this supportive and informative virtual gathering.

1. Understanding Special Needs Trusts: An Overview 

2. The Importance of Special Needs Trusts: Navigating Financial Security 

3. Funding Strategies for Special Needs Trusts: Ensuring Long-Term Stability 

4. Selecting Trustees for Special Needs Trusts: Building a Supportive Network 

5. Collaborating with Professionals: Who Can Help Establish a Special Needs Trust? 

6. Timing Considerations: When to Establish a Special Needs Trust

Presenter: Jayanthi Dixit

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