Meetings and Events

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. 

 
 
LOCATION: 
River Creek Country Club
43800 Olympic Blvd.
Leesburg, VA 20176
 

REGISTRATION & NETWORKING —8:00 A.M.
PRESENTATION—8:30 A.M.

In Person Member Price Per Person: $25
In Person Nonmember Price Per Person: $35
Meeting Sponsor: Available

Renewals are DUE and you can easily renew by clicking the link below:

 LEPC RENEWAL

Please renew before registering for April’s event.

IN PERSON Registration RSVP LINK 

 

Want to attend a meeting or join? Contact us at LoudounEPC@outlook.com.