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

Contact Information