Overview of Supplemental Needs Trusts

Planning for the long-term care and financial stability of a loved one with a disability requires careful consideration. The Supplemental Needs Trust (SNT) is a key estate planning tool that allows individuals to provide for a beneficiary’s needs without jeopardizing their eligibility for essential government benefits such as Medicaid or Supplemental Security Income (SSI). In this webinar, Marlee Stever, Esq. will provide an in-depth overview of Supplemental Needs Trusts.

Topics to be discussed during the webinar include:

• An overview of supplemental needs trusts;
• types of supplemental needs trusts;
• establishing a supplemental needs trust; and
• maintaining eligibility and compliance in New York State