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FFFP: Placing Real Estate in a Special Needs Trust
November 5, 2021 @ 10:00 am - 11:30 am
How can I ensure that my loved one with disabilities has a place to live after I’m gone? Can s/he inherit our home? Can we buy a condo?
For parents of people with disabilities, ensuring a safe place for their child to live is one of their top priorities. A permanent home provides long-term stability and enhances their quality of life.
The Arc of Northern Virginia’s Special Needs Trust program can integrate real estate with trust assets, with KeyBank as trustee.
Join our webinar to build your knowledge. Learn how property and real estate is handled and leveraged in a Special Needs Trusts to increase housing opportunities for individuals with disabilities.
We’ll also share the rights and laws for people with disabilities in residential settings in VA, MD and Washington, DC.
Our Panel:
Cynthia J McDonald, CTFA
Senior Vice President, National Director of Philanthropic Advice
Key Private Bank
Vincent Miles, CWS®
Senior Vice President, Senior Relationship Manager
Key Private Bank
January Phillips
Trust Real Estate Officer
Key Private Bank
Abby Volin
Attorney Advisor
DC Office of Disability Rights
Tia Marsili
Director of Trusts
The Arc of Northern Virginia