Events for July 17, 2024

Estate Planning for Families of Individuals with Special Needs

Virtual meeting on Zoom

Severe mental illness is a chronic illness, which means that parents of affected individuals must name strong advocates in their estate planning documents. These important surrogate decision makers must know how to use the estate planning documents to serve as an important safety net. For those who include a special needs family member in their estate plan, it is critical to understand the different types of trusts that are available and how best to structure for asset protection, as well as care planning. All this and more will be presented, with plenty of time for your questions. Our presenter, Linda [...]

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