Private Trust – 2 Webinar


 

 

Private Trust-2

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

Join us for the second part of our webinar on Private Trust.

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

 

  • How to choose a trustee?
  • Whom you can appoint as a trustee?
  • Role of professional/corporate trustees
  • How to identify Trust running cost?
  • How to Fund the Trust?
  • Sample Worksheets

 

 

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 11th May 2018, Friday 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 11th . 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.

 

  • How to choose a trustee you can trust for your child care?
  • Whom you can appoint as a trustee and who is not eligible?
  • Who are professional trustees and what they do?
  • How to identify the cost of running a trust?
  • How to plan funding of the trust which can cover all the expenses?
  • Sample Worksheets

 

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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