Meeting Title:
Special Needs Trust Depletion Analysis: How Long will the Money Last?

Description of the meeting:
An in-depth analysis of fiduciary responsibilities and client needs in determining a financial model that will maximize the value and benefit of a Special Needs Trust.

Speaker's Name:
Paul E. Bartschi
Vice President
Senior Financial Advisor - Merrill Lynch, Pierce, Fenner & Smith, Inc.

CEU:
Trusts: 1.0

Sponsor:
Manufacturer's Bank

Click Here to Register

Meeting Payment Method:
Online Only

PFAC Members Only?
No

Members Price:
$10

Non-Member Price:
$10

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

AGENDA

4:30 – 4:55 - Mingle
4:55 – 5:00 -Welcome, Introduction and Sponsor Presentation
5:00 – 6:00 – Presenter
6:00 – 6:15 - Mingle
6:15 – 7:00 - Chapter round table discussion