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A WALK THROUGH GUIDE TO GUARDIANSHIP AND DECISION-MAKING OPTIONS AND SPECIAL NEEDS FINANCIAL PLANNING

February 27, 2019 @ 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.

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Details

Date:
February 27, 2019
Time:
9:00 am - 11:30 am
Event Category:

Venue

Sheraton Milwaukee Brookfield Hotel
375 S. Moorland Road
Brookfield, WI 53005 United States
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Phone:
(262) 364-1100
Website:
https://www.marriott.com/hotels/travel/mkesi-sheraton-milwaukee-brookfield-hotel/?scid=bb1a189a-fec3-4d19-a255-54ba596febe2