Attorney Johanna Allex to Present on Special Needs Trusts for the Madison Public Library Foundation
The Madison Public Library Foundation will host Special Needs Trusts as part of an upcoming presentation in its virtual Educational Series from 12:00-1:00p.m. on Monday, March 18, 2024.
Special needs trusts are set up for people with physical or cognitive disabilities to supplement benefits, such as Social Security, SSI, or Medicaid, without impacting their ability to receive those benefits. An effective special needs trust allows the beneficiary to continue receiving benefits from government programs while still receiving income from the trust. The Special Needs Trusts presentation will teach its audience how to leave gifts or bequests to loved ones with special needs, who requires a special needs trust, the types and benefits of special needs trusts, how to start the process of creating a special needs trust, and how to leave a gift to someone with a special needs trust.
Madison Public Library Foundation Educational Series events are free to attend. Registration is required; sign up to attend the Special Needs Trusts presentation here.
Attorney Johanna Allex is a partner in the Madison office of Stafford Rosenbaum, where she helps families and individuals plan for and manage life’s expected and unexpected transitions. Her law practice covers all aspects of estate planning and estate administration, marital property law, business succession planning, tax-exempt organization planning and operations, and alternative dispute resolutions. Johanna is a Certified Public Accountant, leads Stafford Rosenbaum’s Trusts & Estates practice team, and serves on the firm’s board of directors. She regularly presents on estate planning, alternative dispute resolution, and operational issues of importance to nonprofit, tax-exempt organizations.
Stafford Rosenbaum LLP is a full-service law firm with two convenient office locations in Madison and Milwaukee, Wisconsin. 145 years of dedication to businesses, governments, nonprofits, and individuals has proven that effective client communication continues to be the heart of our practice.
