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Making the Most of a Special Needs Trust

This session will briefly discuss what a Special Needs Trust is (and isn't), the differences between private and pooled special needs trusts, and how a special needs trust can work in conjunction with and ABLE account.

Cici · April 23, 2020

Course Description

We will explore, in greater depth, the ways to make the most out of a special needs trust, and specifically the Oregon Special Needs Trust. We will review uses for the OSNT, the process for requesting funds, and ways to use the OSNT in financial planning.

What you will learn

  • Understand the difference between pooled and private SNTs and ABLE accounts
  • Understand the benefits of an account with the Oregon Special Needs Trust
  • Understand ways to make the most of your OSNT

Presenter:
Cici Gaynor, The Arc Oregon

About Instructor

Cici

1 Course

+13 enrolled
Not Enrolled

Course Includes

  • 2 Lessons

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