MARCH 24 & MARCH 25
Special Needs Estate Planning

Planning for the lifelong care of a loved one with special needs can feel overwhelming, but you don’t have to navigate it alone. Our Trust Services team will walk through thoughtful ways to help protect benefits and options for a plan that carries your care forward with confidence.

Why special needs planning matters​:
  • Can help protect essential government benefits such as SSI and Medicaid. ​
  • Can help ensure long‑term financial support for the beneficiary. ​
  • Can help families avoid legal and financial pitfalls that could unintentionally disrupt benefits. ​
  • Can allow funds to be managed responsibly through appropriate trust and planning structures. ​
  • Provides peace of mind by creating a stable and secure plan for the future.

Seminar Times

Tuesday, March 24 at 10 am PT
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Wednesday, March 25 at 10 am PT
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Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.

The information provided by this website and our Trust Services Department is not intended to constitute legal or tax advice regarding your situation; it is for informational purposes only. For legal or tax advice, please consult your attorney and/or accountant.