PACE and Gilfix and La Poll Associates LLP are hosting a free two-part webinar series for our PACE community. Join us in November for important information about Special Needs Planning and Prop. 19. Sign up today!
What You Need to Know About Special Needs Planning
Wednesday, November 9, 2022, 6:00 – 7:00 PM
In this webinar, estate planning attorneys Michael Gilfix and Mark Gilfix (a proud member of the PACE board of directors) will go through the critical steps of creating a comprehensive special needs estate plan for your child.
They will cover:
- The critical pieces of a Special Needs oriented estate plan
- Why a Special Needs Trust may be the most important document you ever create, and how it works
- Key decisions for the structure of a Special Needs Trust
- How to protect and preserve assets to be sure your child has a financial safety net
- Tools to ensure that a trust is properly funded for your child