
Inside, you'll learn:
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What happens to your child if you pass away without a plan?
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What is a Special Needs Trusts, and how can it be used?
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What are the different types of Special Needs Trusts?
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What government benefits are available to your child? How do they qualify and maintain eligibility?
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What strategies can I use to fund a Special Needs Trust? (including investments, real estate, life insurance, retirement accounts, and cash gifts)
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What are ABLE Accounts and how they work alongside a Trust to offer tax-free savings?
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What legal steps should you take to transition your child into adulthood and to transition in the event of your death?
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How do you create a Letter of Intent to leave clear, practical instructions for the next caregiver?
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Who should you pick to be the Trustee and manage the Special Needs Trust after you have passed away?
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What can you do to plan for incapacity in the event you become ill or seriously injured and are unable to manage your affairs?
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How do I plan for my other children, who are not disabled, so that they are not overlooked? (especially if they are minors)
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What planning strategies should a blended family use?
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How do I avoid the "SSI Trap" during a divorce to ensure my child remains protected? (and other tips and strategies for divorcing parents)

Tel.
(225) 242 - 9852
Address
8550 United Plaza Blvd. Suite 702
Baton Rouge, LA 70809
