Calendar
Events in August 2020
- What Families Need to Know About Planning for a Loved One with Special Needs
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What Families Need to Know About Planning for a Loved One with Special NeedsPresented by Elville and Associates’ President and Principal Attorney Stephen R. Elville, this popular webinar is a global discussion that will thoroughly educate attendees about planning for their loved one with special needs.
Attendees will come to fully understand what is involved in the planning process for a special needs family and the importance of preserving their loved one’s financial security and quality of life.
The key issues of understanding the role of public benefits, making decisions about the future, using estate planning and trusts to protect assets, and Maryland ABLE will be presented 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 discussed will be 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 and beyond.
Please use the RSVP option below to secure your registration and receive the webinar link. Should you have any questions before the event, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!
Contact Name : Jeffrey Stauffer -- Community Relations Director
Contact Email : jeff@elvilleassociates.com
