DATE: Tuesday, October 11, 2022
TOPIC: “The Special needs Planning Toolbox for Estate Planners”
Elizabeth Gray and Sarah C. Aviles of McCandlish Lillard, P.C. will discuss the many different planning techniques for a beneficiary with disabilities. This includes an overview of the government benefits to consider, such as Medicaid, SSI, and SSDI, the different types of Special Needs Trusts used in planning (e.g., first party, third party, and pooled), and the use of ABLE Accounts. They will also discuss planning for the care of a special needs beneficiary with guardians and conservators or powers of attorney.
PRESENTER: Elizabeth Gray and Sarah C. Aviles of McCandlish Lillard, P.C.
River Creek Country Club
43800 Olympic Blvd.
Leesburg, VA 20176
REGISTRATION & NETWORKING —8:00 A.M.
In Person Member Price Per Person: $25
In Person Nonmember Price Per Person: $35
Meeting Sponsor: Available
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Please renew before registering for April’s event.
Want to attend a meeting or join? Contact us at LoudounEPC@outlook.com.