Fri, Mar 03|
TERI Campus of Life Vocational Center
Special Needs Trusts and ABLE Act Accounts: What You Need to Know Seminar
Time & Location
Mar 03, 4:00 PM – 6:00 PM PST
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
- 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 email@example.com