Why Estate Planning is Critical for Loved Ones with Special Needs
Parents Helping Parents Support and Information Groups would like to invite you to learn if your famiy is adequately protected.
Lorna J. Drope, a tax and estate planning attorney with fifteen years of experience, will give an engaging and interactive presentation on the issues that families with special needs face in planning their estates - including the Top 5 Mistakes to avoid.
Topics To Be Covered Include:
Estate Planning
- What is it?
- Do I need it? Is my "estate" large enough?
- Will vs. Trust
- Probate - what is it and how do we avoid it?
Issues in Special Needs Planning
- Why estate planning is especially important for families with children and/or
adults with disabilities / differing abilities
- Types of Special Needs Trusts
- Choosing your Trustee & Care Manager
- Limited Conservatorships - Do we need one?
- Special Concerns as your child turns 18
Public Benefits
- Can improper planning cause your child to lost public assistance?
- Entitlements vs. Needs-based Benefits
- SSI / SSDI
- Medicaid / Medicare
Please reserve a seat online.
Register at https://www.123signup.com/register?id=myhfy
Parents Helping Parents (PHP) does not support or endorse any therapy,
medication, or philosophy that families may encounter from the
resources on this website.
PHP maintains a fragrance-free environment. Please help by attending meetings and appointments scent-free.
| Date: | Thu, Sep 16, 2010: 6:30 pm to 8:00 pm |
| Location: |
Location(s)PHP at Sobrato Center for Nonprofits - San Jose 1400 Parkmoor Avenue, Cupertino Room B San Jose, CA, 95126United States |
| Fee: | Free |
| Contact Name: | Lorna Drope |
| Contact Phone: | 408-852-7005 |
| Contact Email: | lorna@specialneedslawgroup.com |
