One of the most critical areas of life and estate planning is providing protection for special needs children and beneficiaries. In supporting the needs of children and adults dealing with physical and mental challenges, the U.S. government is pretty good when compared to many other nations. However, the government is also very stringent in making sure that the person receiving support has no other means of support. This often leads to a quandary because parents and other relatives want to provide support in their estate planning documents, but parents know all too well that this well-intended support can quickly lead to a benefits being cut off until all of the inherited money is spent. This presentation will address these questions and many more.
We will also have a special presentation by Team Daniel, a North Carolina Medicaid provider agency.
Refreshments & Hors D’oeuvres will be served.
Date: Thursday July 28th
Time: 6:30 P.M.
Location: New York Life Insurance Co 3200 Beechleaf Court, Suite 820 Raleigh, NC