You Have A Special-Needs Trust…Now What?

Part of Cascade Investment Group’s Financial Education Series

If you’ve attended a Blueprints Building Blocks workshop or have read one of the books in the series, you understand the value of having a special needs trust in place.  You may have even been inspired to create one as a result of the program or maybe you have one that was created decades ago because of the need to get something in place.

But now what?

Many families have taken action to get the trust set up but they do not always understand what to do with that trust, how to best use it, and what steps to take next.

This new workshop guides participants through the pitfalls and best practices families have encountered in the months and years after they have put their estate plan in place. Some pitfalls include keeping the trust secret from family members and the Social Security Administration, taking either the wrong steps to fund the trust or no steps at all and then wondering what happens next. The workshop will include an update on ABLE Act accounts and how these complement a trust, but do not replace them for most families.

I hope you can join us.

Rob Wrubel, CFA^®, AIF^®, AEP^®

Senior Vice President

Rob Wrubel works with individuals, nonprofit organizations and businesses on financial planning including, asset management and asset protection, special needs planning, wealth transfer and retirement plans. Rob is a parent of a daughter with Down syndrome who works with families across the country helping them implement financial plans that take into account the unique and challenging issues they face. Rob is a sought-after speaker for special needs organizations. He’s delivered workshops and talks to organizations serving people with Down syndrome, Fragile X and other disabilities.

Rob is the best-selling author of the award winning book, Financial Freedom for Special Needs Families: 9 Building Blocks to Reduce Stress, Preserve Benefits, and Create a Fulfilling Future, aims to help families who have a member with Autism, Down syndrome, a brain injury, Cerebral Palsy or some other cause of an intellectual or developmental disability.  His book was a finalist in the IBPA Benjamin Franklin Award™ program and won silver.

Click here to read full bio

Contact

Scott Rethi

Email

Phone: 719-632-0818