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Estate Planning for Special Needs — Thursday, June 20th
June 20, 2019 @ 11:45 am - 1:00 pm
Presented by Elville and Associates’ principal and lead attorney Stephen R. Elville, this workshop is a discussion that will educate attendees about planning for their loved one with special needs.
Attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving the loved one’s financial security and quality of life.
The key issues of understanding the role of public benefits, making decisions about the future, The ABLE Act, 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.