Financial Planning – Special Needs Trusts
Steven R. Owens, Attorney and Counsellor at Law with Integrated Wealth Strategies offers insight into estate planning with a focus on Special Needs Trusts. Steven cuts through all the noise to give you a candid, open, and honest look into the benefits of estate planning for your loved one with special needs.
Live-Streamed Event held at PASCO
Over the course of 90 minutes you will learn:
- Estate Planning
- Remaining Qualified for State Benefits
- Planning Options
- Elements of Special Needs Trust
- How to get started on a trust
- Tools for Independence
- ABLE Accounts
- and much more
