This session will explore how to address one of the most common and challenging questions faced by special needs planners: How much will be required to adequately fund my loved one’s special needs trust? We will examine a range of funding strategies and demonstrate how modern financial planning tools can help project, monitor, and prudently manage the long-term financial needs of a trust. Through case studies and real-world examples, we will highlight practical considerations that often arise in special needs planning, including balancing sustainability with flexibility, anticipating future care requirements, and coordinating financial and legal strategies. Attendees will gain a clearer framework for guiding families and planners through this important financial decision-making process.
B1 – Depletion Analysis Essentials: Planning the Life of a Special Needs Trust
Speakers
Prudent Investors
Jeremy Lau
Prudent Investors Network
https://www.prudentinvestors.com/
Jeremy Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial planning needs and also works with estate litigators as a financial expert witness. Before Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong. He graduated in Accounting from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.