Online presentations
We are committed providing the same opportunities to learn for our clients during the pandemic with virtual webinars!
upcoming topics
Legal Advocacy and Planning for Life After 18!
Substitute Decision Making —What is the best fit?
Supported Decision Planning with a Team and Legal Powers of Attorney
Guardianship and Conservator —Limited or Full
Legal planning for life after 18 involves exploring a person’s right to self-direction and may include assessing the need for legal planning to include the use of guardianship, a conservator appointment, and/or Durable Powers of Attorney to enable the individual and their families to realize their dreams and desires for the future. The presenter and attendees will review and discuss the various factors to consider, regardless of age, when engaging in Legal Planning for Life After 18!
Special Needs Planning
Conserving and Preserving Assets and Eligibility for Government Benefits —Why is this important?
ABLE Accounts
Special Needs Trusts
Supplemental Needs Trusts
Special Needs Planning involves a comprehensive estate plan review and engagement of specific tools and strategies directed at ensuring continued eligibility of important government benefits. The presenter and the attendees will review the various tools and strategies to consider when engaging in Special Needs Planning for self or a person with disability.
Future Topics
- Medicaid Planning for Elders
- SNT Trust Administration
- We want to hear from you! What topics would you like us to cover?
Available Dates
What to expect:
- Presentation wil be led by Charlene Quade
- Sessions will be 90 minutes and include a Q&A
- Meeting attendance limited to 15 people
- Once registered, use the passcode in the confirmation email to download materials below:
