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.