A WALK THROUGH GUIDE TO GUARDIANSHIP AND DECISION-MAKING OPTIONS AND SPECIAL NEEDS FINANCIAL PLANNING
January 23 @ 9:00 am - 11:30 am
Presenters: Victoria L. Davis Davila, J.D. and Kathleen Oberneder ChSNC® , Financial Advisor
In this session, participants will learn about a spectrum of decision-making options available for people with disabilities. We will discuss informal supports, supported decision-making agreements, powers of attorney, and guardianship, and cover both personal/health care and financial/estate decisions. We will discuss the new 529 ABLE accounts and special needs trusts (SNTs), and learn how these planning tools interact with one another.