www.retirementlivingsourcebook.com - Positive Aging SourceBook

Fostering the right solutions & connections

for more than 34 years

Posted 09/18/2023

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
Contact Member
Start Date
10/27/2023 10:00 am
End Date
10/27/2023 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 receive your personal link to attend ahead of time, please click here. Should you have questions, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117.

Open to clients, advisors and the general public. For Certified Financial Planners, CPAs, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you!

#elvilleeducation

#elvillewebinarseries

Featured Champions

View Digital Editions

CURRENT ISSUE

State of MD-DC-VA

CURRENT ISSUE

PA-NJ-DE