Description

When your assets need to outlive you and care for a loved one with special needs, financial planning becomes much more complex. Join attorney Lisa Cosper of Morris Hall, Phil Shekerlian of Bauer & Shekerlian Law and Yanko Castro Ferto, CEO and President of QX Financial for a webinar on the importance of preplanning for special needs trusts. 7  p.m.

Topics to be included:

• First-party special needs trusts
• Third-party special needs trusts
• Additional documents that may be needed (guardianship, powers of attorney, etc.)

REGISTER: https://zoom.us/webinar/register/6216203449299/WN_-9s8bGAcRsmGlkquJUd3gg