Special Care Planning Workshop for Families 3/24/15

Special Care Planning Workshop for Families

Special Estate Planning logo

Sponsored by Saratoga Bridges

If you care for a person with a disability or other special needs, it is important that you look beyond the daily care you provide. How you plan for their financial well-being as well as yours will make a tremendous difference in your present lifestyle and when you can no longer care for your loved one.

Tuesday, March 24, 2015


Saratoga Bridges

16 Saratoga Bridges Blvd. Ballston Spa

Presented by

William Van Evera, CLU, ChFC

Ed Wilcenski, Attorney with The Law Offices of Wilcenski and Pleat PLLC

Topics Covered:

The Special Care Planning Process

Basic Estate Planning Tools

Special Needs Trusts – their creation and funding


Letters of Intent

Please attend this important seminar, and come with questions!

Please disseminate this FLYER to families who may be interested.

RSVP to Patty Paduano at 587-0723 ext. 1254 or ppaduano@saratogabridges.org