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A WALK THROUGH GUIDE TO GUARDIANSHIP AND DECISION-MAKING OPTIONS AND SPECIAL NEEDS FINANCIAL PLANNING
February 3, 2021 @ 6:00 pm - 8:30 pm
A Walk Through Guide to Guardianship and Decision-Making Options AND
Special Needs Financial Planning
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 529 ABLE Savings Accounts and Special Needs Trusts (SNTs), and learn how these planning tools interact with one another.