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

January 23, 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:
January 23, 2019
Time:
9:00 am - 11:30 am
Event Category:

Venue

Ingleside Hotel (formerly Country Springs Hotel)
2810 Golf Rd
Pewaukee, WI 53072 United States
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Phone:
(262) 547-0201
Website:
https://www.theinglesidehotel.com/