These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Join Us for our annual Meet The Trustee event! Two sessions available, 10am and 6pm   We are excited to announce our upcoming Meet The Trustee event, where families, individuals with disabilities, service providers, attorneys, financial advisors and other community members can come together for an insightful open forum surrounding our Special Needs Trust program. […]

Join us and KeyBank for an informative webinar designed to help families understand the taxation of special needs trusts at a high level. Learn what a Grantor Letter is and a K-1 and when one would be issued. Disclosure: This webinar is not tax advice or planning but to gain a better understanding of how […]

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]