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How Does Your Special Needs Trust Affect Housing?

How Does Your Special Needs Trust Affect Housing?. Ownership or Purchase of a Home By a Special Needs Trust. THIS PRESENTATION IS NOT MEANT AS A SUBSTITUTE FOR LEGAL COUNSELING AND INTENDED FOR EDUCATION PURPOSES ONLY. Introduction. Stephen W. Dale, Esq., LL.M The Dale Law Firm

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476 views • 47 slides

Providing for Persons with Disabilities

Providing for Persons with Disabilities. Special Needs Trust Basics. Setting Objectives. Proper planning will focus on achieving as much independence as possible for the disabled beneficiary Benefits alone should not be the sole planning objective. Elements of a Special Needs Trust.

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271 views • 26 slides

Theresa M. Varnet , Esq. FLETCHER TILTON PC 370 Main Street, 12 th Floor Worcester, MA 01608

Academy of Special Needs Planners Conference March 27 - March 29, 2014 UPDATE ON SSI POMS CHANGES AND FORMATION OF NEW ADVOCACY COMMITTEE. Theresa M. Varnet , Esq. FLETCHER TILTON PC 370 Main Street, 12 th Floor Worcester, MA 01608 SPAIN, SPAIN & VARNET PC

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214 views • 11 slides

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Si 01120 - PowerPoint PPT Presentation

How Does Your Special Needs Trust Affect Housing?

Providing for Persons with Disabilities

Theresa M. Varnet , Esq. FLETCHER TILTON PC 370 Main Street, 12 th Floor Worcester, MA 01608