Elville and Associates

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Webinar – Planning for Your Family Dynamics: Estate Planning and Special Needs Trusts

July 13, 2023 @ 6:30 am - 7:45 am

Thursday, July 13th – 10:30 a.m. – 11:45 a.m.
Many times more in depth estate planning is for those without children and/or “the white picket fence lifestyle.” Sometimes a family’s situation is a bit more complex and requires more analysis and consideration. For example, is your family blended? Is there a “ne’er-do-well” in the family? Does a grandchild have challenges in school?

If you don’t fall into the “perfect family” scenario (Few do! Who does?), learn about estate planning for ALL types of families.

Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss offers this webinar presentation to discuss these ideas along with the following:

  • Will- vs. trust-based planning
  • Disability planning and special needs trusts
  • Legacy trusts for beneficiaries to shield them from creditors/debt/lawsuits/divorce, etc.

To RSVP for the webinar and receive your personal link to attend, please click here.

For most professionals 1.5 continuing education hours are available for attending this presentation.

Should you have any questions beforehand please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or by phone at 443-393-7696 x117. We look forward to hosting you!

#elvilleeducation

Details

  • Date: July 13, 2023
  • Time:
    6:30 am - 7:45 am
  • Event Category: