Estate Planning for Special Needs

This PPMD webinar, featuring Stephen Elville, covered basic estate planning, universal concepts about leaving assets and financial and tax planning aspects of special needs planning.

Resource: PPMD Webinar
Putting it all Together Planning Financially for Special Needs

In this PPMD webinar, Eric Jorgensen dicussed ABLE accounts and Special Needs Trusts and how they can work together as well as First & Third Party Trusts.

Resource: PPMD Webinar
Guardianship and Alternatives

In this PPMD webinar, guest speaker Stephen Elville discussed benefits and drawbacks of guardianship, alternatives to guardianship and the questions every family should ask before making the decision to pursue guardianship.

Resource: PPMD Webinar
Maryland ABLE Informational Webinar

ABLE accounts allow individuals who receive benefits to maintain those benefits while building assets in a tax advantaged account. This session will provide an overview of the ABLE Act, a look at the features and specifications of the Maryland ABLE plan, information on treatment of account funds, and an opportunity for questions and answers.

Resource: PPMD Webinar
Special Needs Trusts and ABLE Accounts

In this PPMD webinar, guest speaker Mr. Stephen Elville discussed Special Needs Trusts and ABLE Accounts, the benefits and drawbacks of both and what are the questions every family should ask before opening these accounts.

Resource: PPMD Webinar

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