Back to All Events

Supplemental Trusts Webinar

This webinar has ended. To watch the recording, click the button at the bottom of this page. Please note, you will have to "register" in order to watch the recording.

This webinar will focus on Supplemental Trusts. In 2017, it is estimated that over 100 Supplemental Trust / Special Needs Trust group presentations will be given by Financial Planners who usually sell insurance or attorneys who usually sell trust writing services, just in the state of Wisconsin alone!!  This webinar will be different, no attorney and no financial planner presenters.  This presentation will be given by the Executive Director of DSAW Family Services.  The presentation will talk about how to decide if a pooled trust, individual trust or no trust is best for your family. We will help answer the following questions: How do I select trustees? What about wills? Why do I need a trust and/or will?  When should I start funding my trust?

If you'd like unbiased help with these questions, this webinar is for you!

Watch the recording here: