Special Care Planning Workshop for Families

Special Care Planning Workshop for Families

by | Mar 6, 2014 | 0 comments

Event Details

Special Care Planning Workshop for Families

Sponsored by Saratoga Bridges and AIM Services

 “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. 

 Wednesday, March 18, 2014

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!

Feel free to pass on this flyer as well.

 RSVP to Patty Paduano, Saratoga Bridges at 587-0723 ext. 1254 or

Danielle Wiltsie, AIM Services at 587-3208

William Van Evera, CLU, ChFC is a Special Care Planner with The Affinity Group, LLC in Albany.  He & his wife are parents of a 19 year old son with Down Syndrome.

Ed Wilcenski, Esq., manager and owner of Wilcenski and Pleat PLLC in Clifton Park.  Ed concentrates his practice in Special Needs Estate Planning and Trust Administration, traditional Trust, Estate and Tax Planning and Administration, Long Term Care Planning and Elder Law.