Why Establish A Special Needs Trust Or Supplemental Needs Trust?

For families and friends of individuals with special needs, the primary concern is sustaining the individual financially. Not only do we want to ensure that their requirements for daily care are met, but we also want to make every effort to provide the best quality of life possible. One of the best ways to meet both goals is to establish either a Special Needs Trust or a Supplemental Needs Trust which allows a person with special needs to continue receiving government assistance for standard care while the trust money can be used for supplemental benefits such as advanced medical treatment, education, entertainment, and even vacations.

A key to success is knowing whether a Special Needs Trust or a Supplemental Needs Trust is right for the situation at hand, and this series is intended to inform readers about some of the basics and benefits of each. Because the laws and terminology involving trusts vary from state to state, it is helpful to consult with a local attorney who specializes in this area. If the Beneficiary lives outside the state of Minnesota, the special needs trust attorney will inform you about the options available for your loved one and help you take the steps necessary to safeguard their well-being.

Join Us For An Educational Seminar On Older Adults

Key Issues for working with Older Adults focusing on Epilepsy, Parkinson’s and Special Needs Trusts

Presented by: BrightStar Care® of South Minneapolis Metro & Northern Dakota County, Epilepsy Foundation of Minnesota, National Parkinson Foundation Minnesota

Educational Seminar-021915

Presenters

Rose Wichmann PT, Manager of Struthers Parkinson’s Center in Minneapolis 

Living Well with Parkinson’s Disease

Paul Atkinson, MD of Minnesota Epilepsy Group

Epilepsy in Older Adults

Randy F. Boggio, Shareholder of Maser, Amundson, Boggio & Hendricks, P.A.

Special Needs Trusts

February 19, 2015

8:00am – 12:00pm

8-8:45 Breakfast and Registration

9:00am-Noon Presentations

The Woman’s Club of Minneapolis – 410 Oak Grove Street Minneapolis, MN 55403

Breakfast Buffet Provided!

3 FREE CE Credits for Professionals

RSVP by February 17 at http://www.epilepsyfoundationmn.org/index.php?cID=387

Questions? Please contact Amanda Pike at 651-287-2313 or apike@efmn.org

Click Here for Education Seminar pdf

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Maser Law       Natl Parkinson Foundation MN Logo

Join Us For A Supplemental & Special Needs Trusts Roundtable Discussion

Sarah J. Kaelberer, E. Dennis Zahrbock and the team at Business & Estate Advisers, Inc.
invite you and your friends to join us for an educational ROUNDTABLE discussion.

042214-Special NeedsSUPPLEMENTAL
&
SPECIAL NEEDS TRUSTS 

A Planning Tool For Every Family Who Has A Family Member With A Disability 

  1. The qualifications for being a beneficiary of a Supplemental Needs Trust
  2. The creation and administration of the Trust
  3. The difference between a testamentary Supplemental Needs Trust and a “standalone” Trust
  4. Considerations for funding the Supplemental Needs Trust and choosing a trustee

Presented by
Maser, Amundson, Boggio & Hendricks, P.A. 

Tuesday, May 20, 2014 
11:30 AM – 1:00 PM 
Wayzata Country Club 
200 Wayzata Boulevard West • Wayzata 

Reserve your spot for this FREE informative event
RSVP to mary@business-estate.com or call 952-475-0440

042214-Randy BoggioRandy Boggio, Shareholder, Maser, Amundson, Boggio & Hendricks, P.A., represents clients in all areas of long-term care planning. He also represents people with disabilities and their families in establishing and administrating Supplemental and Special Needs Trusts.

Randy is an author, lecturer, has been named to the Minnesota Super Lawyer List since 1998, and received a Mary Alice Gooderl Elder Law Award from the Minnesota State Bar Association.

 

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