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SNT PP-6

SNT PP-6

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Planning for Special Needs
Presented by:
The Special Needs Family Planning Group which explains how to set up a trust to manage funds for someone who may not be able to do s themselves due to a disability.
Planning for Special Needs
Presented by:
The Special Needs Family Planning Group which explains how to set up a trust to manage funds for someone who may not be able to do s themselves due to a disability.

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Published by: NAA NYC Metro Chapter on Mar 27, 2009
Copyright:Attribution Non-commercial

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05/10/2014

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GE-41074 (Rev. 09/07)
Planning for Special Needs
Presented by:
The Special Needs Family Planning Groupat AXA Advisors
Contact InfoStuart Flaum - Tel: 917 318 5051 Email: Stuart.Flaum@axa-advisors.com
 
GE-41074 (Rev. 09/07)
Overview
2
Why we are here
Us about Us
What we would like to accomplish
An overview of Special Needs Trusts
The advantages of forming a specialneeds trust
How to properly establish an SNT
Why it makes sense to form it sooner rather than later 
 
GE-41074 (Rev. 09/07)
Special Needs Trusts
A
trust
 is a form of ownership of property,whether real estate or investments, whereone person – the trustee – manages theproperty for the benefit of someone else –the beneficiary.A
special needs trust
is one that oneperson, parent or spouse creates for thebenefit of a special needs child or spousewith a disability.
3

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