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WHAT FAMILIES NEED TO KNOW TO PLAN FOR A LOVED ONE WITH SPECIAL NEEDS
August 4, 2023 @ 2:00 pm - 3:30 pm
WHAT FAMILIES NEED TO KNOW TO PLAN FOR A LOVEDONE WITH SPECIAL NEEDS
Friday, August 4, 2023 10:00-11:30 a.m.
Virtual Event
Attendees will learn what is involved in the planning process for a familymember with a disability, and the importance of preserving your loved one’sfinancial security and quality of life. The key issues of understanding therole of public benefits, making decisions about the future, Maryland ABLE, andusing estate planning and trusts to protect assets will be discussed, alongwith the types of special needs trusts and their specific purposes. Also, to betouched upon will be the “planning team concept” — how your planning team(attorney, financial advisor, CPA) – can work together to help provide yourfamily peace of mind during the planning process. To register please visit https://register.gotowebinar.com/register/288587050348900190 For questions, please contactJeff Stauffer at 443-216-9626 x117. Sponsored by Elville and Associates.
Free
