Join Family STAR for a conversation about Special Needs Trusts. Special Needs Trusts safeguard your personal assets and provide for the comforts of life that public benefits don’t cover. A Special Needs Trust is a legal contract under Federal law, in which someone (trustee) agrees to hold assets (money and/or property) for the benefit of a disabled individual. This type of trust provides the disabled individual with resources you can use to pay for special or supplemental needs while preserving your eligibility for government benefits, particularly Supplemental Security Income (SSI) and Medicaid. We will discuss what you need to know and how to approach the process in this presentation.

Nelson Perez brings a wealth of experience to his role as Vice President of Trust Services at FND Trust Services. Since joining the company in 2012, Nelson has played a pivotal role in overseeing all aspects of trust operations. He provides daily guidance and support to the trust staff, ensuring smooth operations and efficiency, with a client-focused attention to detail. Additionally, Nelson collaborates closely with attorneys and structured brokers, guiding them from pre-consultation to implementation.

Nelson earned a Bachelor of Science in Sports and Business Administration from the University of Tampa and an MBA from Florida International University.

Family Network on Disabilities (FND) has been supporting families and youth (age 26 and younger) with disabilities since 1985. We provide information, resources, support and trainings to families, caregivers, youth, providers, and school districts across the state of Florida. Our website has thousands of resources focused on special education, navigating the Medical and Mental Healthcare Systems for your child, and wellness tools. All our services are provided free of charge, in part from the grant funding we receive from the Department of Education, the Department of Health, and the Health Resources Services Administration. The Family S.T.A.R. (Support, Training, Assistance, and Resources) program is the Family to Family Health Information Center (F2FHIC) of Florida managed by FND.

Email: lisam@fndfl.org
Website: www.fndusa.org
Phone: (800) 825-5736