Estate Planning for Special Needs

– 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.

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

– What is an ABLE account?
– What is a Special Needs Trust
– How an ABLE account can compliment a Special needs Trust
– The difference between a First & Third Party Trust

Resource: PPMD Webinar
Guardianship and Alternatives

Among the topics to be covered are:
– What is guardianship
– The benefits and drawbacks
– The questions every family should ask before making the decision to pursue guardianship
– Alternatives to guardianship

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.

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

Among the topics to be covered are:
– What is a Special Needs Trust?
– What is the ABLE Account?
– What are the benefits and drawbacks of both?
– What are the questions every family should ask before opening a Special Needs Trust or ABLE account?

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.

Resource: PPMD Webinar

Still have questions?

Contact Us