Title: June Lunch N Learn: Special Needs Trusts

Area: Denver

Date: Tuesday, June 18, 2019

Time: 12:00 PM - 1:00 PM

Location: Cherry Tower – Room 108

Address: 950 South Cherry Street, Denver, CO 80246


Description

Beth Mitchell will break down a Special Needs Trust and how it can be an effective tool used to increase the quality of life for individuals receiving Medicaid or SSI. this course will discuss the requirements for qualification for Medicaid and SSI, the differences between self-settled and third-party trusts, and allowable distributions from Special Needs Trusts.

This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at                                          303-407-1542, or email us at info@ambler-keenan.com



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