– Basic estate planning and how conventional estate planning should be structured in coordination with special needs planning
– Universal concepts about planning for how to leave assets at death, along with how to plan for potential incapacity
– Financial and tax planning aspects of special needs planning
Guest speaker is Mr. Stephen Elville, principal of Elville and Associates. Mr. Elville’s work is centered in elder law, special needs planning, and estate planning with special emphasis in the areas of tax planning and asset protection.