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Posted 01/09/2023

Webinar - What Families Need to Know About Planning for a Loved One With Special Needs

FREE
Webinar - What Families Need to Know About Planning for a Loved One With Special Needs
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Start Date
02/03/2023 10:00 am
End Date
02/03/2023 11:30 am

Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, webinar 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.

To register ahead of time and receive your personal link to attend, please click here.  Should you have any questions please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117. 

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