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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.

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Details

Date:
November 19, 2019
Time:
6:00 pm - 8:30 pm
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