Estate Planning for Families with Special Needs Individuals
March 21, 2019
1:30 PM - 2:30 PM
The Vista School - High School Board Room
Join Financial Planner Michael Butterworth for a presentation reviewing Estate Planning options and techniques to preserve assets, as well as enhance the future needs of the special needs individual. He will review Special Needs Trusts (1st and 3rd party), Basic Wills, Power of Attorney, Guardianship issues, and the best type of assets to place in a Special Needs Trust.
A virtual option (Zoom) is available with RSVP by deadline (March 8th at noon).