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Estate Planning Seminar: Special Needs Trusts

September 25, 2025 @ 7:00 pm - 8:15 pm EDT
Virtual Event
An older couple is sitting across the table from a young, female financial advisor. The financial advisor is showing the couple something on her computer.

In 2025, Can Do MS launched a new series on estate planning. The first two events covered wills, trusts, and how to support Can Do MS by listing us as a beneficiary. This presentation will cover “Special Needs Trusts,” including what a Special Needs Trust is, who needs a Special Needs Trust, how the Trust works, and planning considerations for the Trust. Participants can expect to gain:

– An understanding of how a Special Needs Trust is set up

– How trust funding may or may not impact Social Security and Medicaid

– How a grantor can create a trust for a beneficiary

There are so many ways you can shape your legacy and support the MS community through your estate plans. Whether you’re updating a will, naming Can Do MS as a beneficiary, or exploring gifts that provide income during your lifetime, every step makes a lasting difference.

Learn more about the Member Trust Company and the upcoming presentation here.

REGISTER NOW

 

Please reach out to Steven Kleiber with questions about our past or upcoming events around estate planning at 970.926.1277 or skleiber@cando-ms.org.

Details

Date:
September 25, 2025
Time:
7:00 pm - 8:15 pm EDT
Program Type:
Webinar
Event Category: