Video: Navigating Special Needs Trusts

When a family member has a physical or mental disability, planning for their long-term financial needs can be exceedingly difficult. Funds need to be available to pay for their ongoing care, and assets in a trust, whether from a litigation settlement or inheritance, could count against that individual’s ability to qualify for certain means-tested government programs that offer critical support.

In this on-demand webinar, Paul Chmielewski, who leads estate planning services at Cerity Partners, and Peter Wayne, General Counsel of Advocacy Trust, explore how special needs trusts can offer a strategic and compassionate solution. Learn how the right trust structure can deliver long-term stability and support while protecting access to critical public resources.