Webinar, December 9th, 2025, with the Special Needs Transition Group of Wakefield. This presentation will address the purpose of using a Special Needs Trust in your estate planning, and will include the types of trusts to consider, and how the various types of trust design will influence the future trustee’s choice on how to maximize government benefits and methods to maximize the amount of your estate your beneficiaries can receive.
* This presentation will address both current and future considerations for any successor trustees, whether they be family members/friends, professional trustee’s or some combination thereof.
* Presenters: Attorneys David Burbridge of Knudsen Burbridge, P.C., and attorney Perry Smith, J.D., LL.M (taxation), CLU, ChFC, CFP.
Registration is required to https://financialguide.zoom.us/meeting/register/Erj_NUUXTXitWd2ct1PfLQ
or contact the Special Needs Transition Group at SPEDHousing.Transition@gmail.com.
