Determining the Remainder Beneficiaries

Determining the Remainder BeneficiariesJim McGreal2017-05-01T10:51:59-05:00

When your family member with special needs passes away, any money remaining in the SPECIAL NEEDS TRUST will pass to named individuals or entities — with the exception of the payback requirements on the Supplemental ‘PAYBACK’ Trust (Supplemental Payback Trusts do not apply to the residents of the United Kingdom). The following exercise will help you determine whom you wish to designate to receive any remaining funds and the appropriate distribution rules.

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103 Schelter Road, Suite 10
Lincolnshire IL, 60069

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, consulting, and educational services are offered through Protected Tomorrows. Protected Tomorrows is a separate and unaffiliated entity from Simplicity Wealth. Form CRS.

Mary Anne Ehlert, CFP®
Founder and Partner

Mary Anne Ehlert is a nationally recognized expert in special needs planning. As a Partner of Simplicity Group and Founder of Protected Tomorrows, a Simplicity Group commitment, she leads the organization in providing advocacy, education, and planning support to families with loved ones who have disabilities.

Mary Anne founded Protected Tomorrows more than 35 years ago after her family’s personal journey with special needs planning for her sister Marcia’s future revealed a lack of available resources. She has since dedicated her life to building those resources for others.

Prior to founding the company, Mary Anne spent over two decades in corporate financial services. Today, she speaks at national conferences, hosts educational webinars, and leads virtual training programs for families and caregivers of people with special needs and disabilities.

Mary Anne has served on the boards of several disability-focused organizations, including the National Disability Institute, Special Olympics Illinois, a SEDOL Foundation and Gateway to Learning. She currently serves on the boards of the Special Olympics Illinois Foundation, Cornelia de Lange Syndrome Foundation, Integrative Touch, and the Tails for Life Advisory Board.

Mary Anne resides in Barrington, Illinois with her life partner and her three pups. She is proud mother of three stepsons, one who lives independently and shares his life experiences with his peers with disabilities.

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103 Schelter Road, Suite 10 Lincolnshire IL, 60069

Phone: (847) 522-8086

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