Announcing our upcoming seminar for families of special-needs children
April 2nd, 2015 by beasleyferber
Are you caring for a child or young adult with special needs? You probably have many concerns about their future, especially after you are no longer able to care for them. Advance planning is essential.
Join Attorney Edward Beasley and Gregory Gagne of Affinity Investment Group on Wednesday, May 27th at Plaistow Public Library from 6:30 – 8:30 p.m. (Register with our office at 1-800-370-5010).
Topics will include:
*The creation of a special-needs trust so that a child may enjoy the benefits of an inheritance without losing governmental entitlements
*Timing guidelines and differences for establishing revocable and irrevocable special-needs trusts
*Guardianship and trustee issues
*Building of savings and planning for a child’s independence
*The importance of appropriate asset ownership
*Preparing for a change in qualification of benefits status and avoiding planning errors that may cause change in this status
As always, these complex topics will be discussed in everyday language, and there will be plenty of time for questions.