2025.06 特殊需要信托 (Special Needs Trust) 全解析！

什么情况需要考虑特殊需要信托？
如何设置信托保护特殊需要人士的政府福利？
如何选择信托管理人？
什么资产适合放入这类信托？

00:00 Introduction
04:23 Disclaimer
04:45 Why should families plan for a loved one with a disability?
10:09 What are the objectives?
15:50 Public Benefits at a Glance
16:18 What families generally should NOT do:
27:44 What is a Special Needs Trust?
30:43 Different Types of Special Needs Trusts
33:43 Third Party Special Needs Trust Purpose
38:57 Establishment of a Special Needs Trust
42:00 Special Design Features of a Special Needs Trust
49:38 Funding of a Special Needs Trust
57:00 Upcoming Webinar