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Your Dependent With Special Needs: Planning To Make The Future More Secure!

Your Dependent With Special Needs: Planning To Make The Future More Secure!

25 October 2017
Attorneys

Region III & The Valley Program:  Parent Training Workshop
Northern Valley Regional High School – Demarest
Wednesday, October 25, 2017,  7:00 – 8:15pm

Families with children with special needs, no matter what the age or disability, face many serious questions about planning for the future. This workshop will address the need for families to create a “Special Needs Trust” (SNT) to protect assets & eligibility for means-tested government benefits such as Medicaid, Supplemental Social Security & federal housing programs.  The SNT can be part of a properly executed estate plan.

Guest Speakers:
Naomi Collier, Counsel of PSWH
Jonathan Rochlin, VP, MBA, CRPC
Peter Casale, SVP, MBA
Erin Sunday, VPFIS
Larissa Flom, VPFIS

Join us as they share their knowledge about this very important tool to preserve benefits & assets for your dependent.

 

Download the flyer here.