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GUARDIANSHIP, DECISION-MAKING OPTIONS AND SPECIAL NEEDS FINANCIAL PLANNING
November 19, 2019 @ 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.