In Person Presentation – What Families Need to Know About Planning for a Loved One With Special Needs

Howard County Public Library – Elkridge Branch – 6540 Washington Boulevard, Elkridge, MD 21075

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

Please register ahead of time by visiting the library’s registration link at https://live-howardcounty.pantheonsite.io/event/planning-your-loved-one-special-needs (registration open from February 1^st to April 5^th).  Should you have questions beforehand please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.

We look forward to hosting you!

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