January 7, 2022 –
Webinar 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.
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, 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 receive your personal link to attend ahead of time, please click here. Should you have questions ahead of time, please contact Community Relations Director Jeff Stauffer at 443-216-9626 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!
Contact Name : Jeffrey Stauffer
Contact Email : email@example.com
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