Baltimore-Washington Financial Advisors and Elville and Associates invite you to a discussion about planning for a loved one with special needs.
Thursday, May 27, 2021 from 11:45 AM to 1:00 PM EDT
Attendees will come to understand what is involved in the planning process for a special needs family, and the available and appropriate planning options for ensuring the financial security and quality of life for a loved one with special needs. The key issues to be addressed include the role of public benefits, ABLE accounts, and special needs trusts, along with the different types of special needs trusts and their specific purposes and correlation with estate planning in general. Also, to be touched upon will be the “planning team concept” – how your planning team (attorney, financial advisor, tax advisor/CPA) play a vital role in ensuring the success of your plan, and in providing peace of mind during the special needs planning process and eventual implementation.
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 hope you can join us!
President and CEO
For questions or help registering please contact,
Cortney Caronna | Client Associate | BWFA | firstname.lastname@example.org | 410-461-3900