6200 Bridge Point Parkway
Austin, TX 78730
March 26, 2015: How A Special Needs Trust Works What kind of distributions can you make from a Special Needs Trust to ensure a beneficiary isn’t disqualified from government benefits? We’ll answer this question and many more about the workings of a Special Needs Trust. A Trust Officer from Cumberland Trust who handles management of these trusts on a daily basis will help educate us.
When: 10:00 a.m. to 11:30 a.m.
Location: Camino Real Financial Strategies:
6200 Bridgepoint Parkway
Building IV, Suite 125 (1st door on your left when you walk into the building)
Austin, TX 78730 Phone (512) 329-4235
Fees: Complimentary. Space is limited, so please RSVP to reserve your spot.
What’s included: Refreshments, informative handouts, camaraderie, knowledge