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WHAT FAMILIES NEED TO KNOW ABOUT PLANNING FOR A LOVED ONE WITH SPECIAL NEEDS
October 30, 2020 @ 2:00 pm - 3:30 pm
WHAT FAMILIES NEED TO KNOW ABOUTPLANNING FOR A LOVED ONE WITH SPECIAL NEEDS
Friday, October 30, 202010:00-11:30 a.m.
Virtual Event
Presented by Elville andAssociates’ President and Managing Principal Stephen R. Elville, this popularwebinar is a global discussion that will thoroughly educate attendees aboutplanning for their loved one with special needs. Attendees will come to fullyunderstand what is involved in the planning process and the importance ofpreserving their loved one’s financial security and quality of life. The keyissues of understanding the role of public benefits, making decisions about thefuture, using estate planning and trusts to protect assets, and Maryland ABLEwill be presented along with the types of special needs trusts and theirspecific purposes (along with who the decision makers and beneficiaries can bein these trusts). Also, to be discussed will be the “planning team concept” —how your planning team (attorney, financial advisor, CPA, and others) — canwork together to help provide your family peace of mind during the specialneeds planning process and beyond. Please register at https://register.gotowebinar.com/register/1625729505812714255 to receive the webinar link. Should you have anyquestions before the event, please contact Community Relations Director JeffStauffer at jeff@elvilleassociates.com, or 443-393-7696 x117.
Free
