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GUARDIANSHIP, DECISION-MAKING OPTIONS AND SPECIAL NEEDS FINANCIAL PLANNING

November 19 @ 6:00 pm - 8:30 pm

Presenters: Victoria L. Davis Davila, J.D., Davis & Pledl, SC and Kathleen Oberneder ChSNC® , Financial Advisor, Crescendo Wealth Management, LLC

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 529 ABLE accounts and special needs trusts (SNTs), and learn how these planning tools interact with one another.

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Details

Date:
November 19
Time:
6:00 pm - 8:30 pm
Event Category:

Venue

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