Why Estate Planning is Critical for Loved Ones with Special Needs

Thu, Sep 16, 2010: 6:30 pm to 8:00 pm

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.

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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, 95126
United States
See map: Google Maps, Yahoo! Maps, MapQuest
Fee:Free
Contact Name:Lorna Drope
Contact Phone:408-852-7005
Contact Email:lorna@specialneedslawgroup.com