Special Care Planning Workshop for Families 11/10/15

Special Care Planning Workshop for Families 11/10/15

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Special Care Planning Workshop for Families

Sponsored by Saratoga Bridges

Tuesday, November 10, 2015

6:00pm

Saratoga Bridges

16 Saratoga Bridges Blvd. Ballston Spa

Presented by William Van Evera, CLU, ChFC and Ed Wilcenski, Attorney with Wilcenski and Pleat PLLC

Topics Covered

The Special Care Planning Process

Basic Estate Planning Tools

Special Needs Trusts – their creation and funding

Guardianship

Letters of Intent

Please attend this important seminar, and come with questions!

Please download this FLYER for more info.