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“Preparing Your Successor Trustee for Their Future Roles” Educational Workshop

November 06, 2017

The role of a trustee of the Special Needs Trust created for your loved one is extremely important and cannot be taken lightly. Too often, the successor trustees are left without proper instructions and education on how to manage this responsibility. The trustees are not only a fiduciary for the trust but they are also the advocates for the Special Needs beneficiary.

You have already done your legal and financial planning for your child with special needs. You have also chosen your Successor Trustees/Executors for your estate and for the Special Needs Trust. Your future trustees may be your other children, another family member, a friend of the family, a professional or a Corporate Trustee.

Planning for your child with disability will continue even after you are gone. Speakers Minoti H. Rajput, CFP®, ChSNC and Sanford (Sandy) J. Mall, JD, CELA, CAP, VA will host an educational workshop “PREPARING YOUR SUCCESSOR TRUTSEE FOR THEIR FUTURE ROLES” on Monday, September 12th at the Bloomfield Township Public Library, 1099 Lone Pine Road in Bloomfield Hills, MI 48302 (Leslie Harcourt Green Community Room) from 6:30 to 8:30 pm. Please attend this important workshop with your future trustees. The event is free but space is very limited. Advanced registration is required so please RSVP to Sarah Viszler at: sviszler@spsfinancial.com or call 248-827-2580 to secure your space. 

During this evening event, speakers Minoti H. Rajput and Sanford (Sandy) J. Mall will present a case study to help you and your future trustees become familiar with their responsibilities.  You will receive answers to the following questions that often confuse parents and future trustees in the planning process:

How prepared are they for their future role?

What is your role in preparing them?

Are they familiar with the needs of your child with disability?

Are they familiar with the planning you have put into place?      

Do they know the professionals you work with?

 

Secure Planning Strategies was founded by Minoti Rajput, Certified Financial Planner, in 1989.  Today, the company is nationally recognized as a leading independent wealth management firm that helps its clients plan their future through a unique yet simple problem-solving approach and on-going education with a focus on personal as well as financial well-being.  “Though passionate about my firm and clients, I couldn’t help but feel as though something was missing,” says Rajput. “In 1989, within the span of a few months, I had the opportunity to work with three families who had special needs children. With a family member myself, who has special needs, I couldn’t help but feel that it was a sign for me to serve these families as it was my true calling.” Now with over 25 years of experience, Minoti Rajput is accepted as a nationally recognized “Certified Special Needs” expert in her field. 

 

The Secure Planning Strategies’ office is located at 24800 Denso Drive, Suite 265, in Southfield. For more information about Minoti Rajput and information about the educational workshop, please call 248-827-2580 or visit http://www.spsfinancial.com or https://www.facebook.com/SecurePlanningStrategies.