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Wednesday, March 13th at 5pm
15 Beach Street Staten Island, NY 10304
5th Floor Conference Room
Special Needs Trust: What is it, why you need it, and when and how to create one
This webinar and workshop series is provided free of charge by the New York City Department of Mental Health & Hygiene.
This lecture will focus on the benefits of a Special Needs Trust when planning for the financial future of an individual with special needs. Topics to be covered will include a brief overview of the eligibility for various kinds of benefits individuals might be eligible for and the interrelationship between trusts and benefit eligibility as well as how and when to set up a special needs trust.
1) Providing an understanding of the difference between different types of government benefits and when a special needs trust is necessary
2) Comparing establishing a trust during one’s lifetime versus in a will
3) Explaining the difference between funding a trust with the assets of family members versus the assets of the disabled individual which might include an inheritance or award from a lawsuit
4) The event will also include a brief overview of Guardianship in New York State and when special needs trusts are set up in a guardianship proceeding
Daniel Kuhn, Esq.
Partner, Kuhn O’Toole & Maietta, LLP
Parents, caregivers, care managers, social workers or any individual deemed responsible for the future needs of an individual with special needs.
Dan Kuhn is employed by Eden II Programs. No honorarium will be paid for this event.
Daniel Kuhn is a partner in the law firm of Kuhn O’Toole and Maietta. He has been practicing for over 25 years and his specialties include Trusts and Estates with particular expertise in special needs planning. He holds both a Juris Doctor and Master in Social Work from the University at Buffalo.