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Topic: Planning for Children with Special Needs – Presented by P. Kristen Bennett, Esquire and Ellen Bockman
February 21, 2023 @ 8:00 am - 9:30 am
Qualifying for benefits
Self-settled special needs trusts
Third party special needs trusts
ABLE accounts
Finding a trustee to serve
Presented by P. Kristen Bennett, Esquire and Ellen Bockman
Qualifies for Continuing Education Credits
In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807
Click Here to join the WebEx meeting
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Meeting number (access code): 2635 384 0516
Meeting password: npDJA3Q2es4 (67352372 from phones and video systems)
Tap to join from a mobile device (attendees only)
(650) 479-3208, 26353840516# 67352372#
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CONTACT ELLE VAN DAHLGREN AT ELLE@VANDAHLGRENLAW.COM OR ADAM NECELIS AT ADAM@NECELISCPA.COM WITH QUESTIONS.
