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Join us for a special presentation by Ali Bach, CFP®, from Conte Wealth Advisors, LLC and Scott Alan Mitchell, Esquire, from Mitchell & Young, PLLLC. They will be providing important information on estate planning for individuals with special needs, including: Why is special needs planning necessary?; What are the three types of Special Needs Trusts?; How does a Special Needs Trust work?; What is a 529 ABLE Account?  How does it work?; What are the limitations of 529 ABLE Accounts?; How is a Special Needs Trust taxed?; How to preserve Public Assistance Benefits? & Is it too late to plan?

Space limited.  First come first served.  You are welcome to bring a bagged lunch for each person in your party.  Coffee, tea, water is provided.

**Registration is required by phone between 9:00 AM and 4:00 PM Monday through Friday or email. Give the names, phone numbers, and email addresses of each person who will be attending.**