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The Special Needs Trust: Estate Planning For Grandparents, Parents, and Families with Special Needs Members


Courses Adult / Finance & Business -
Fall 2024

One Should Ask: Is it better to have a formal plan in place, or leave things to future family dynamics and the ever changing benefit system? Did you know with proper planning, both while they are alive and after they have passed, grandparents, parents and family can take care of a child, grandchild or family member with special needs in their estate plan? Yes, and such planning will not adversely affect the benefits and programs which the person with special needs has available to them! This class will discuss how to properly protect your assets and provide for the future benefit of the loved one with special needs. Whatever the type of the asset (tangible, income producing or other) there are options you should know. We will discuss how the special needs trust fits into your estate planning, planning for the future of your loved one with special needs, and pros and cons of a special needs trust. *This class will be held online via Zoom.

Steve Ledin

Steve is the founding member of Ledin Law PLLC, a small business and estate planning focused law firm based in the East metro area. Steve cut his legal teeth with his start in the legal profession at Moore, Costello & Hart PLLP, a Twin Cities based law firm founded in 1855 that laid claim as the oldest law firm in the State of Minnesota. In 2007, Steve and his fellow law firm partner Jim Blaney formed Blaney & Ledin to enhance their specialization and representation of the legal interests of their small business and estate planning clients. In 2017 after over 20 years of successful legal practice, Steve founded Ledin Law PLLC in furtherance of his dedication to the legal work of small business and estate planning.

Steve practices extensively in the areas of estate planning and corporate transactional law and provides legal advice to startup and developing companies, as well as mature small to medium sized companies. His services in estate planning cover a wide spectrum of clients varying in estate size, value, and complexity from young couples starting a life together, up to large well-established estates of significant value and complexity. In the transactional business area, he provides services on a wide variety of legal matters including business formation; mergers and acquisitions; buy-sell agreements; contract review and negotiation, real estate purchasing/leasing; and business succession. He works with dozens families and active businesses of a wide variety on a daily and weekly basis.

Steve attended law school at William Mitchell College of Law and graduated with a Juris Doctor (Magna Cum Laude), after graduating from Saint Cloud State University and Macalester College with a Bachelor of Arts-Political Science (Summa Cum Laude).

Today, Steve is the owner/proprietor of a number of active businesses and is currently serving his seventh consecutive term as the President and Board Chair of the East Side Area Business Association, as well as being active in numerous other business trade groups, associations and nonprofits.

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6310

  Steve Ledin


Online
Tuesday, Oct 29
6:30 - 8:00 PM

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Has already ended


Price: $ 15 00