Considerations for Estate Plans with Minors or Special Needs Beneficiaries

This presentation explores 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