Understanding Special Needs Trusts: Essential Estate Planning for Families with Special Needs
FREE Online Workshop
Planning for the future of a loved one with special needs is crucial yet complex.
This comprehensive webinar with Attorney Shihlan Chen will provide families with the insights and tools needed to make informed decisions that protect their loved ones’ futures and ensure their needs are met.
Date: Tuesday, November 19th.
Time: 6:30 PM
Online Webinar – Join us from the comfort of your home!
Spaces are limited, be sure to secure your spot today!
What You’ll Learn:
Types of Special Needs Trusts
Learn about First-party, Third-party, and Pooled Trusts, and how to select the best one for your family’s unique needs.
Asset Protection & Benefit Eligibility
Discover how to safeguard assets while maintaining eligibility for government benefits that your loved one may depend on.
Choosing the Right Trustees
Gain guidance on selecting trustees who will prioritize long-term care, financial stability, and peace of mind for your family.
Wills & Beneficiary Designations
Understand how these essential elements affect individuals with special needs and their future well-being.
Equitable Planning for Siblings & Heirs
Plan for other family members to ensure a fair and equitable distribution of assets that meets everyone’s needs.
Crafting a Letter of Intent
Learn how to document your loved one’s needs, preferences, and long-term goals to provide guidance for future caretakers.
Meet Your Host:
Shihlan Chen
As a first-generation immigrant and devoted mother, Attorney Shihlan Chen understands the challenges many immigrant families face when striving for comprehensive protection for their loved ones and hard-earned assets, particularly concerning distant relatives and unfamiliar legal systems abroad.
Graduated from the University of Pennsylvania in 2014, Shihlan is driven by a mission to educate and empower her community through Estate Planning. Drawing on her background in financial banking and extensive legal expertise, she specializes in family protection and lifetime asset preservation. Whether guiding a traditional or blended family, Shihlan creates personalized solutions that align with her clients’ aspirations.
Residing in California, Shihlan is deeply committed to serving her local community, offering her services in both English and Mandarin. She is dedicated to ensuring that families have the knowledge and support they need to safeguard their futures.
Ready to Take Action?
Space is limited, so secure your place now to gain the knowledge and tools to protect what matters most.
Prepare for the future with confidence. Let us help you build a secure legacy for your family!