Estate Planning for Children with Special Needs

Managing Director, Wealth Management, BWFA

Principal, Law Offices of
Gary Greenwald, P.C.
Wednesday, December 11, 2019 from 11:45 AM to 1:00 PM EST
*Lunch will be provided
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044

Dear Meghan, 

Baltimore-Washington Financial Advisors, Gary Greenwald, Esq. and Guest Speaker Stacey Stirmer invite you to an informative discussion on, “Estate Planning for Children with Special Needs.”
  • Parenting a special needs child.
  • Understanding public benefits.
  • The benefits of planning.
  • Special Needs Trusts.
  • What steps should you take today?
Stacey Stirmer has been a Howard County resident for 29 years. She is happily married with three beautiful children. Her youngest so, Jake, has autism. Stacey has been very active in the autism community since Jake’s official diagnosis at age 3. Stacey was a founding board member of a charitable entity, The Course for the Cause, which raises money for autism awareness and research. With her husband, Lloyd, Stacey later started their own non-profit charitable entity, known as Voices for Autism. She currently serves as its Executive Director. Stacey has also served as a volunteer for Gilchrist Hospice in Howard County for approximately nine years. She also volunteers as a general volunteer as well as a certified end of life Doula.
In addition to all of her other charitable endeavors, Stacey serves with the Paul J Kelly, Jr. Foundation, a Howard County charitable entity which raises money for the Howard County Gilchrist inpatient unit.
Amazingly, she also found time to be a contributing author of a recent published book, A Journey of Hearts: Navigating Heartfelt Life Experiences
Jake Stirmer is a 25 -year-old young man who has autism, epilepsy and psoriatic arthritis. After graduating from Atholton High School having earned a a certificate of completion, Jake now attends a day program in Howard County. He is completely nonverbal but as sweet as can be. He enjoys swimming almost every day at an indoor heated therapy pool which is both enjoyable and good for his arthritis. He also enjoys playing outside with the leaves, blowing bubbles and just like many typical kids, he’s obsessed with his iPad. Although Jake is 5 feet 11 and 248 pounds, he’s like a giant toddler. He was nicknamed in school “the Gentle Giant.” Like a toddler, Jake needs help with every day activities including dressing, bathing, preparing meals and preparing and taking his medicine, just to name a few. Stacey and Lloyd have legal guardianship of Jake which they find to be extremely helpful. Jake receives Social Security benefits and medical assistance. He is also enrolled in a program presented by The Developmental Disability Administration called “Community First Choice” which provides funding for aids to come into the homes of special needs individuals and assist with their daily routines.
We look forward to seeing you there!

Robert Carpenter 
President and CEO
For questions or help registering please contact,
Eve Kennedy
Client Associate