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vie, 03 mar

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TERI Campus of Life Vocational Center

Special Needs Trusts and ABLE Act Accounts: What You Need to Know Seminar

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Special Needs Trusts and ABLE Act Accounts: What You Need to Know Seminar
Special Needs Trusts and ABLE Act Accounts: What You Need to Know Seminar

Time & Location

03 mar 2023, 16:00 – 18:00 GMT-8

TERI Campus of Life Vocational Center, 555 Deer Springs Road, San Marcos, CA 92069

About The Event

This free seminar will provide information about the major planning vehicles – special needs trusts and ABLE accounts – that are used to help individuals with special needs become and remain eligible for need-based government benefits while preserving the use of personal assets to supplement care and ensure a fulfilling life.

Participants will learn how to:

• Plan for the future

• Advantages of the Special Needs Trust and individual trust

• Options regarding trustee

• Able Act Accounts

Speakers:

  • Bronson DeKoning and A.J. Battaglia, Esq.
  • Battaglia & Waltari Attorneys at Law

Plus, you will receive a complimentary Estate Planning Guide.

For more information please contact:

Samara White TERI, Inc. Community Relations Manager 760.547.1892 samara.white@teriinc.org

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