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Considerations for Estate Plans with Minors or Special Needs Beneficiaries

Considerations for Estate Plans with Minors or Special Needs Beneficiaries

This presentation will explore key considerations in estate planning for families with minor children and special needs beneficiaries.

Topics include:

• Special Needs Trusts (SNTs): Ensuring financial security while preserving eligibility for government benefits.

• Descendant Trusts: Exploration of structures for providing for minor children.

• Nominating Guardians: Considerations for nominating guardians in testamentary instruments

• Financial Planning: Strategies for funding trusts and securing the future.

• Advance Directives: Overview of the import Powers of Attorney and Health Care Proxies

Speaker: 

Moriah R. Adamo, Esq., Abrams Fensterman, LLP, New Hyde Park, NY

Start Date:
  • March 18, 2025
Start Time:
  • 1:00 PM
End Time:
  • 2:00 PM
Areas Of Professional Practice Credit(s):
  • 1.0
Total Credit(s):
  • 1.0
Region:
  • Virtual Participation
Format:
  • Webinar
Product Code:
  • 0PS51
Section Member Price: Free
Non-Member Price: $395.00
Sponsoring Committee Group
  • Trusts & Estates Law Section
  • Elder Law & Special Needs Section
  • Committee on Continuing Legal Education