Special Needs Trusts and the ABLE Act

This workshop will discuss the following:

1. What is the purpose of a Special Needs Trust?
2. How do your other planning goals work together with a Special Needs Trust?
3. What are the differences between a 1st Party Special Needs Trust and a 3rd Party Special Needs Trust?
4. How and when is a Special Needs Trust set up, and what decisions are involved?
5. What is the new ABLE Act & how does it differ from a Special Needs Trust?
6. What happens if I do not have a Special Needs Trust?

About the Presenter

Leizer Gewirtzman, CPA*, ChSNC™

Insurance Representative, Financial Planning Specialist, Special Care Planner, ChSNC™

He is a father of seven children, one of whom has special needs and therefore understands the unique special needs planning challenges that families face when a family member has special needs. His mission is to ensure each family he works with has access to the tools they need to prepare for their special needs child’s future, with the full involvement of their family and the related professionals needed to help create a solid future.

Leizer Gewirtzman has over 10 years of accounting and insurance planning experience with knowledge to help clients achieve their financial goals. His focus is on the fundamentals of preparing for milestone life events, unexpected events, and estate planning.

*Authorized for accountancy services in the following states: New York

Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.