Top 5 Legal Documents Needed for Special Needs Planning

Special Needs Planning with Consolidated Planning Group
21/06/2023 1h 0min Temporada 1 Episodio 43
Top 5 Legal Documents Needed for Special Needs Planning

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Episode Synopsis

During this webinar we will be joined by Christina Lesher, a Special Needs Attorney, to learn the top five Special Needs Documents needed to prepare properly for the future of your family. - Will or Revocable Trust (or both) - 3rd party Supplemental Needs Trust - 1st party Supplemental Needs Trust - Documents for incapacity - Beneficiary designation updates Join us as we explain how to successfully plan for your future.

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