Special Needs Planning

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Special Needs Planning 2017-05-20T16:43:12+00:00

If you live in North Carolina and you are thinking about creating a special needs trust, then you need to know the facts about how a special needs trust works in North Carolina.

That is where I come in. My name is Jeffrey Marsocci. I am an Estate Planning attorney in Raleigh, and for over 15 years we have been educating people on estate planning in Raleigh and the surrounding communities.

I have helped multitudes of families set up a rock solid Special Needs Trusts, and can help you too. Just a few days ago I was interviewed by Karen Barbour, a Mother of an autistic child, regarding everything you need to know about Special Needs Trusts, Living Trusts, Wills, Living Wills and Powers of Attorney, even the new 2012 Estate Tax Law and how it affects North Carolina residents.

This call lasted for close to one hour and you can download the entire NC Special Needs Trust audio for free. I’m doing this because I want more people in NC to have accurate information about estate planning so you can make a better decision.

This interview is designed to help you quickly get up to speed about special needs trusts, living trusts and estate planning in North Carolina so that you can avoid wasting thousands by making mistakes.

 

Here is What You Will Learn in this Call:

• How to choose between a standard will, a special needs trust and a living trust…

• Step-by-step strategies for avoiding probate in North Carolina…

• How to transfer assets into a special needs, or living trust in NC…

• How a living and special needs trust reduces or eliminates estate taxes…

• How to make sure your estate doesn't interfere with disability & Medicaid benefits.

• How to find the right NC attorney without wasting thousands…

• Questions to ask your NC attorney before you prepare a special needs trust…

• How to protect assets if you go into a nursing home in NC…

• And much more…

Simply fill in your contact information below, press the big button and you'll get instant access to download this FREE audio program