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SCI Forum Schedule

 

Wednesday, October 23, 2019, from 7:00 PM to 8:30 PM

 

How Can Special Needs Trusts Work for You?

Trusts are not just for millionaires. Special needs trusts are financial management tools that allow people to set up accounts, including investments, for themselves or family members without jeopardizing their qualification for government benefits such as Medicaid or Supplemental Security Income. Special needs trusts can be established with assets from settlements, gifts from family or friends, inheritance, or other funds. They can even be integrated into a family’s estate planning for their loved ones. Pooled special needs trusts, which can offer lower fees and better investment opportunities, and ABLE accounts will also be discussed. Finances not your thing? No worries; our presenter Josh Brothers, attorney and partner in the firm Brothers & Henderson, P.S., will clearly explain these trusts with the lay person in mind. Mr. Brothers is an attorney based in Seattle whose expertise includes estate planning and the development, implementation, and administration of special needs trusts and other types of trusts.

5:30 – 6:30 PM Meet & Greet: Meet in the hospital cafeteria (Plaza Café) to socialize and eat (buy or bring dinner) before the forum. No RSVP— just show up! (Call 206-616-2183 or email nwrscis@ if you have questions.)

Click here for the printable flyer.

Location Chnage! The forum will be at:

South Campus Center, Room 301
University of Washington
1601 NE Columbia Rd, Seattle, WA 98195
[Click here for directions and parking information.]

More Forums are in the works for 2020! Check this page for updates and subscribe to receive email announcements.

 

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