Date: Wednesday, January 13, 2021
Time: 2:00 pm - 3:15 pmLocation:
Virtually via Zoom
Contact: Jessica Tischler
Virtual Workshop: Creating a Special Needs Legal and Life Care Plan
Wednesday, January 13, 2pm-3:15pm via Zoom
Speakers: Jerry Hulick, CLU, ChFC, ChSNC, CLTC and Pearl Hartley, Special Care Planner
Please join the J and The Washington Group Special Care Planning Team for this no-cost virtual workshop that explores benefit programs available to families with special needs members. A quality of life is very much integrated with the financial instruments and assets that we have. An understanding of the best way to structure your special needs family financially will help to meet considerations and concerns for the future.
This webinar will focus on the employer benefit structure with the integration of government entitlement benefits as well as planning that has already taken place. We will also include an in-depth discussion of social security disability benefits (SSDI) with a broader discussion of all public entitlement and public assistance benefits. There will also be an overview of important legal and special needs legal instruments to consider (Wills, POAs, Special Needs Trusts, Guardianship and Alternatives, etc.). We will also touch on some tax planning tips and deductions for special needs families.
Understanding the various public assistance and entitlement benefits as well as legal considerations will help to ensure the best quality of life and resources for your loved one with special needs. This workshop is intended for individuals, families, case managers, and community members who want to learn about legal and financial considerations for special needs.
To RSVP, email Carey at email@example.com or call 571.378.0245
To learn more and view The Washington Group’s December newsletter and to sign up for their future newsletters for information on special needs planning, please click here.