Title of Meeting:
Special Needs Trust Administration - The Fundamentals

Meeting Description:
With many thanks to Kevin Urbatsch and his very valuable Special Needs Symposium, this recorded session by Herb Thomas, CLPF and Jeremy Lau of Prudent Investors Network will cover the following:• Processes for evaluating and planning for the lifetime needs of clients with disabilities starting with the initial interview. •Use this very practical guide step-by-step to create or assess your spending plan. Includes useful questionnaires and tips for gathering and organizing information, doing an asset depletion analysis, interviewing financial advisors, and creating an investment plan. Will also touch on:• The practical aspects of the ABLE Act• The practical aspects of the True Link Card.

Region:
Northern

Chapter:
Sonoma County

Date of Meeting:
01/20/2021

Time:
4:00pm - 5:30pm

Sponsor:
Merrill Lynch, Special Needs Team

PFAC Members Only?
No

Member Price:
$30

Non-Member Price:
$45

CE:
1.5 - Trusts

Management Level of Difficulty:
Beginning to Intermediate

Speaker's Name:
Herb Thomas and Jeremy Lau

CLICK HERE to register