Protecting Assets & Securing Care: Strategies for SSI, Medicaid, and Special Needs Trusts
Wed, Nov 19
|Zoom Webinar
Caring for a loved one with special needs means planning for their financial security and long-term care. Join Attorney Kevin Frankel as he explains how to protect assets, maintain SSI and Medicaid eligibility, and plan for the future.
Time & Location
Nov 19, 2025, 12:00 PM – 1:00 PM EST
Zoom Webinar
About the event
Planning for the future of a loved one with special needs involves balancing financial stability with eligibility for essential government benefits. In this webinar, Fiffik Law Group Attorney Kevin Frankel will explain the rules and strategies that help families protect assets, preserve benefits, and plan for long-term care needs.
He'll cover:
SSI Criteria and Financial Restrictions
Medicaid Criteria and Financial Restrictions
What is a Special Needs Trust (SNT) and How to Create One
What is an ABLE Account and Their Role in Benefit Planning
Case Studies: Managing Inheritances for Those with Special Needs or Receiving Government Benefits
Estate Planning Tips for Special Needs Individuals and Caregivers
Who Should Attend:
Parents and caregivers of individuals with disabilities, estate planning professionals, and anyone seeking to better understand SSI, Medicaid, and special needs planning.
There will be plenty of time for Q&A throughout and at the end of the presentation.
Tickets
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