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.