Estate Planning: Caring for a Loved One with Special Needs


PRESENTERS:
Townsend Hornor, Jr.

Managing Director, Wealth Management BWFA
Steve Elville, Esq.
Principal
Elville and Associates


WHEN
Thursday, June 20, 2019 from 11:45 AM to 1:00 PM EDT
*Lunch will be provided 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
Greetings!

Baltimore-Washington Financial Advisors and Elville and Associates invite you to a discussion about caring for a loved one with special needs. Attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving the loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, making decisions about the future, The ABLE Act, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also, to be touched upon will be the “planning team concept” – how your planning team (attorney, financial advisor, CPA) – can work together to help provide your family peace of mind during the special needs planning process.”
TOPICS WILL INCLUDE:
  • Understand what is involved in the planning process for a special needs family and the importance of preserving the loved one’s financial security and quality of life
  • Key issues involved in special needs planning to be discussed – the role of public benefits, the ABLE Act, and using estate planning and trusts to protect assets (along with a discussion about the types of special needs trusts to consider)
  • The importance of the “planning team concept” – how your planning team (financial advisor, attorney, CPA) can work together with you to provide your family peace of mind during the planning process
We look forward to seeing you there!
Sincerely,

Robert Carpenter 
President and CEO
 
For questions or help registering please contact,
Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900
 
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