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.
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
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
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 email@example.com
Click Here for Education Seminar pdf
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.
SPECIAL NEEDS TRUSTS
A Planning Tool For Every Family Who Has A Family Member With A Disability
- The qualifications for being a beneficiary of a Supplemental Needs Trust
- The creation and administration of the Trust
- The difference between a testamentary Supplemental Needs Trust and a “standalone” Trust
- Considerations for funding the Supplemental Needs Trust and choosing a trustee
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 firstname.lastname@example.org or call 952-475-0440
Randy 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.