Private Trust – 1 webinar


 

 

 

Private Trust-1

Dear Parents/Grandparents/Caregiver of children with special needs,

Join us for an informative webinar on Understanding Private Trust Part 1 designed for you.

The webinar is lead by Mr. Jitendra P.S.Solanki, RIA, CTEPTM, and CFPCM who is a financial planning expert. During the webinar he will discuss:

 

 

  • Why a Trust?
  • Benefits of a Private Trust?
  • Will Vs Trust
  • Living Will vs Trust
  • Durable POA vs Trust
  • How to form a Trust?
  • Considerations before a trust is created

 

 

Author of “Financial Planning for Families having children with special needs” Jitendra has been advising families with special needs children helping them in charting a road-map for their future.

The webinar is scheduled on 7th May 2018, Monday from 11 a.m. -12.15 p.m. The webinar will take about 45 minutes followed by 30 minutes Q&A. We’ll also record the webinar and send it to you in follow up email in case you can’t make it.

We look forward seeing you there!!

Registration: To register for the advanced webinars, please click here

https://mailchi.mp/15906c527a21/6gn5cqnhyb

and complete the registration form along with the fee payment. You will then receive an email with instructions for logging into the webinar on May 7. Since we are limiting the attendance to 30 we will reserve the seats on first come first serve basis.

Fee: We charge a nominal fee from participant to cover the cost of our logistics. For all our advanced webinars we will charge you one- time fee of only Rs 500 per participant and nothing else.  Below are the details to make the fee payment:

NEFT

Jitendra P.S. Solanki

State Bank Of India, Surya Nagar,

Ghaziabad-201011

A/c No: 30998334207 (Savings)

IFSC Code: SBIN0050515

 

Paytm

9971845454 -Jitendra P.S. Solanki

 

Other Modes (Rs 15 charged through this option)

https://imjo.in/5t3mzU

 

 

What we will cover?

A trust is an effective tool of estate planning for families with special needs children. By creating a Trust, parents can decide who controls the assets and who benefits not only during their lifetime, but  even after their death. There are different types of trust structures to be created in different situations for specific benefits, besides tax advantages too.

 

  • What are different types of trust structures and which one you should consider?
  • How trust can ensure security of special needs child care?
  • How a trust differs from Will and Power Of Attorney?
  • What is living trust and how it answers the parents’ concerns?
  • How to form a Trust?
  • Questions parents should ask themselves before forming a trust

 

 

All the above aspects will be our points of discussion in this webinar.

 

Missed the live webinars? No problem. You can access the recordings of the webinars. For more information :

http://planspecialneeds.com/how-to-access-webinar-videos/

 

 

 

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