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What Families Need to Know About Planning for a Loved One with Special Needs

January 22 @ 10:00 am - 11:30 am

Presented by Elville and Associates’ Senior Principal and Senior Estate Planning Attorney Olivia Holcombe-Volke, this webinar 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, 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 and receive the webinar link ahead of time, please click here.  Should you have questions ahead of time, please contact Community Relations Director Jeff Stauffer at 443-343-8821 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!


January 22
10:00 am - 11:30 am