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

April 10 @ 11:30 am - 1:00 pm

What Families Need to Know About Planning for a Loved One With Special Needs
The Offices of Baltimore Washington Financial Advisors
Tuesday, April 10th, 11:30 a.m. – 1:00 p.m.
5950 Symphony Woods Road, Suite 600
Columbia, Maryland 21044

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.”
To RSVP, please contact Jeff Stauffer, Community Relations Director, at 443-393-7696, or via email at jeff@elvilleassociates.com. Or, you may contact Eve Kennedy, Client Relations Manager at BWFA, at 410-461-3900, or via email at ekennedy@bwfa.com.


April 10
11:30 am - 1:00 pm
Event Category:


Elville and Associates


Baltimore Washington Financial Advisors
5950 Symphony Woods Road, Suite 600
Columbia,MD21044United States
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