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Special Needs Trusts: Protecting Vulnerable Heirs

June 10, 2021 @ 11:00 am - 12:00 pm CDT


Families do incredible things to protect and celebrate a child who has special needs. They make their homes accessible. They stop at nothing to get the best care and educational resources available. And yet, many families don’t provide adequately for their child through their estate. During this one-hour webinar, we’ll explain the ins and outs of Special Needs Trusts, which can be incorporated into a legacy plan for the express purpose of meeting a child’s unique long-term needs relating to a disability, health condition, or even an addiction. They’re tax-efficient, broad enough to fit almost any future scenario, and can also significantly benefit a nonprofit or multiple nonprofits in the long-term. We’ll share resources and practical ideas for talking about, and setting up, these kinds of trusts.


Ryan Johnson – Legacy Planning Counselor 

Ryan comes to Apex from the marketing and advertising world, where he learned that effective communication leads to action. Ryan’s interest in personal finance–paired with a passion for stewardship–made gift planning an ideal transition. He looks forward to helping donors take action and maximize their impact. He has a degree in Communication Studies from the University of Kansas.


Christy Boysen – CEO & Legacy Planning Counselor 

With a background in higher education, marketing, and event management; Christy brings oodles of business sense, leadership, and a winsome personality to the team. Christy’s professional degrees include a B.A. in Psychology, B.A. in Communication, and M.A. in Higher Education. Since joining Gift Planning Services, she has helped dozens of clients establish multi-million dollar charitable estate gifts to the organizations they love.


June 10, 2021
11:00 am - 12:00 pm CDT
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