August Meeting – Special Needs Trusts

Monday, August 15, 2022
7:30 p.m.

Monday evening, Karen Holt, Esq., will present on Special Needs Trust. A “special needs trust,” also know in some jurisdictions as a “supplemental needs trust,” is a specialized trust that allows the disabled beneficiary to enjoy the use of property that is held in the trust for his or her benefit, while at the same time allowing the beneficiary to receive essential needs-based government assistance.

Ms. Holt will review the needs and issues regarding special needs trust, government benefits and requirements. Because of the restrictions on how much income and what support can be provided to persons with a mental illness disability, the use and structure of a special needs trust is very important. The special needs trust can be an extremely valuable tool for family members to consider in supporting their loved ones.

The meeting will be virtual. Please contact Nami South Bay President, Paul Stansbury ( for remote access information.