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
Download Presentation Materials

Contact Information

Steve Owens
Integrated Wealth Strategies
(303) 536 5579

  • Estate Planning using Wills and Trusts
  • Special Needs Planning
  • Guardianship
  • Asset Protection
  • Business Planning
  • Charitable Planning
  • Probate