We know families who have loved ones with special needs have unique situations when it comes to estate planning. A common question asked is, “Can you set up a financial arrangement to help care for your dependent or special needs family member after your passing?”
Yes, you can.
This webinar will explain the use of financial tools that can continue to fund care for special needs children, siblings and family members.
Harry Ehrenberg, a member of the Special Needs Estate Planning Task Force organization, will present.
Nothing is sold during this webinar. For educational purposes only. Webinar is about one hour in length.
The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial and Trusted Fraternal Life are not permitted to provide legal or tax advice. Consult your personal legal or tax advisor with questions about your specific situation.