Special Needs Trusts scaled

Location

Virtual Meeting
Category

Date

Jun 25 2020
Expired!

Time

10:00 am - 11:00 pm

Labels

Featured

Financial Planning – Special Needs Trusts

Presenter Steven Owens, an attorney who practices extensively in the area of special needs planning, returns to PASCO to demonstrate how you can identify the dangers facing your child and your estate plan, and how to deal with them. He will also illustrate how you can ensure that there will be sufficient resources to care for your child for his or her entire life as well as provide a true legacy for any other children.

Steve will illustrate how you can ensure your child’s continued eligibility for benefits as well as protect their inheritance.

You will learn why the new laws (including the ABLE act) make good planning more important than ever.

This will take place virtually – we will use Microsoft Teams to present this material. Please RSVP, then Robyn will send you a link to the meeting the day before this event. Microsoft Teams is not compatible with Safari.

2 Comments

  • Georgianna Staples says:

    Would like to attend

  • Randy Martin says:

    My wife and I are separated, and the parents of 2 special needs children. I have a life insurance policy to fund a trust for them, and want to make sure I do the right things to establish the trust.

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