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1:00 3:00 pm Special Needs Estate & Future Planning presented by Brian Rubin, JD & Benjamin Rubin, JD, LLM, Rubin Law This session will cover the who, what, where, when, why and how of Government
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How to fill out special needs estate amp

01
Gather all relevant financial information, including assets, liabilities, and income.
02
Consider hiring a financial planner or attorney who specializes in special needs estate planning.
03
Create a Special Needs Trust to protect assets and ensure continued financial support for the individual with special needs.
04
Appoint a trustee who will manage the trust funds and make distributions on behalf of the individual with special needs.
05
Update beneficiary designations on retirement accounts, life insurance policies, and other assets to ensure they comply with the Special Needs Trust.
06
Document wishes and preferences for care and support of the individual with special needs in a Letter of Intent.

Who needs special needs estate amp?

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Individuals with disabilities who may require ongoing financial support and care
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Parents or caregivers of individuals with special needs who want to ensure their loved one is taken care of financially
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Special Needs Estate Amp is a document that allows for the management and distribution of assets for individuals with special needs.
The guardian or trustee of an individual with special needs is required to file the special needs estate amp.
Special Needs Estate Amp can be filled out by providing information about the assets, beneficiaries, and guidelines for asset management.
The purpose of special needs estate amp is to ensure proper management and distribution of assets for individuals with special needs.
Information such as assets, beneficiaries, financial instructions, and any special needs considerations must be reported on the special needs estate amp.
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