Special Care Planning Workshop for Families

Event Details

Special Estate Planning logo

Special Care Planning Workshop for Families

Sponsored by Saratoga Bridges

Tuesday, May 3, 2016


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 disseminate this FLYER to families who may be interested.

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