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

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