Planning for your Loved One with Special Needs

Program Type:

Career, Business & Finance, Health & Wellness

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.

Event Details

 
Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.

 

The key issues of understanding the role of public benefits, making decisions about the future, Maryland ABLE, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also, to be touched upon will be the “planning team concept” — how your planning team (attorney, financial advisor, CPA) — can work together to help provide your family peace of mind during the special needs planning process.

Please register with an email address to receive an immediate registration confirmation with a link to join the class/event. Walk-ins welcome.