For people with intellectual and developmental disabilities.

2020 Session List Table

Making the Most of a Special Needs Trust

May 2, 2020 10:30 AM

Cici Gaynor
OSNT Program Director, The Arc Oregon

This session will briefly discuss 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. Then 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.

Learning Objectives:

1) Understand the difference between pooled and private SNTs and ABLE accounts
2) Understand the benefits of an account with the Oregon Special Needs Trust
3) Understand ways to make the most of your OSNT
4) Understand how to best utilize your funds if you have an existing OSNT

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