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

Webinar attendees 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. Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, this webinar is a broad reaching discussion about planning for their loved one with special needs.

The key issues of understanding the role of public benefits, making decisions about the future, Maryland ABLE, creating flexibility in your planning, and using estate planning and trusts to protect assets are 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, touched upon is the “planning team concept” – how your planning team (attorney, financial advisor, CPA, and others) – can work together to help provide your family peace of mind during the special needs planning process.


More Webinars from Elville and Associates

The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.

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