Hosted by: Connect to Community
April 18, 2020 from 9:00 a.m. to 3:00 p.m.
Nancy Spain’s presentation will include: an overview of special needs trusts, identifying the various types of special needs trusts and when to use each type; how and when to establish a Special Needs Trust; funding and administration; and how ABLE Accounts can enhance the benefit of a Special Needs trust
Additional details regarding venue and registration to come.
Evaluating Guardianship and other Assisted Decision-Making Alternatives
Hosted by: Oak Wealth Advisors
May 14, 2020, 5:00 p.m. to 6:30 p.m.
Von Steuben Metropolitan Science Center
Von Steuben Social Room
5039 North Kimball Avenue
Presenters: Mike Walthers (Oak Wealth Advisors), and
Nancy M. Spain J.D. (Spain, Spain & Varnet P.C.)
The options for assisted decision-making for those with special needs can be confusing, costly, and overwhelming for parents and caregivers. Oak Wealth Advisors‘, Mike Walther, along with Nancy Spain, a special needs estate planning and guardianship attorney from Spain, Spain and Varnet with decades of experience, will help families compare their options so that they can be confident in making the best decision for their loved one.
RSVP by May 7th to Jen Cook
Click here for more information and how to register