Estate Planning for People With Special Needs 2019

Product ID: CA2962R5
Presented By: State Bar of Wisconsin PINNACLE

Prepare well-drafted trusts

When preparing for the long term care of a child or adult with special needs, it’s not only important to carefully choose a legal guardian but also to leave behind detailed instructions. Explore ways to assist your clients in thinking through those important details, so they can rest assured that their loved ones will receive the long-term care they need and deserve.

Benefiting from the perspective of an attorney and a financial planner, you’ll learn:

Read More ↓

Select a Format

OnDemand Seminar

Pricing

Member $89.00

Non-Member $139.00

Credits

1 CLE

Date and Time

Monday, September 23, 201912:00 PM - 1:00 PM CT

Add to Calendar 9/23/2019 12:00:00 PM 9/23/2019 1:00:00 PM America/Chicago Estate Planning for People With Special Needs 2019

Prepare well-drafted trusts

When preparing for the long term care of a child or adult with special needs, it’s not only important to carefully choose a legal guardian but also to leave behind detailed instructions. Explore ways to assist your clients in thinking through those important details, so they can rest assured that their loved ones will receive the long-term care they need and deserve.

Benefiting from the perspective of an attorney and a financial planner, you’ll learn:

alMYBcCwJzBnuVRvlmHo61032

Product no longer for sale.

Maximum quantity must be less than or equal to 1.

Prepare well-drafted trusts

When preparing for the long term care of a child or adult with special needs, it’s not only important to carefully choose a legal guardian but also to leave behind detailed instructions. Explore ways to assist your clients in thinking through those important details, so they can rest assured that their loved ones will receive the long-term care they need and deserve.

Benefiting from the perspective of an attorney and a financial planner, you’ll learn:

Read More ↓

Dera L. Johnsen-Tracy, J.D. is a shareholder and co-founder of Horn & Johnsen, S.C. Dera is a graduate of Marquette University Law School and focuses her legal practice in the areas of estate planning, probate and adult guardianship. She is also a contributor to the national AAII Journal and to Your Family magazine and has taught a variety of CE classes to financial professionals and CLE seminars to attorneys through State Bar of Wisconsin PINNACLE and others.

Laurie Ellis-McLeod, Ph.D., AIF is founder and owner of AERIE Preferred Financial Group, LLC, an independent Midwest wealth services firm experienced in working with business owners and retirement plans, as well as retirement income, legacy planning, and long term care strategy for individuals and families. She is also a sought after retirement educator at the UW-Madison and community venues in the Madison area.

  • Examine various estate planning options for people with special needs
  • Discover non-traditional investment strategies
  • Learn how to overcome potential challenges in the estate planning process
  • Understand how to structure beneficiary designations to fulfill your clients’ wishes
  • Estate planning attorneys
  • Probate attorneys
  • Elder law attorneys
  • Family law attorneys
  • General practitioners
0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.