Name: Special Needs Trusts – Which one is right for you?
Start: 2024-02-21T12:00:00-07:00
End: 2024-02-21T13:00:00-07:00
Location: Zoom

During this free webinar, attendees will gain a basic understanding of the different types of special needs trusts and which one is right for your child or adult with special needs. You’ll also learn how they coordinate with other estate documents such as a will or trust to ensure that your estate is in order and your loved ones are safe and secure after you’re gone. Additionally, participants will learn ways to leave their legacy to their families and community.

Location

This workshop will be offered virtually by Zoom. Attendees will receive a link after registering.

Presented By

Emily Kile, Attorney, Kile Law Firm, PLLC

Event Contact

Beth Salazar, SARRC Planned Giving Manager, [email protected] or 602-574-7845

Thank you to SARRC’s Planned Giving Professional Advisory Council for coordinating this workshop:

Emily Taylor, Emily Taylor Law PLLC, Chairperson of the Council
Dave Binsfeld, General Southwest Insurance Agency
Elana Campbell, Intentional Students
Matthew Cherry, ABLE Financial Group
Robin Cochran, Honor Health
Mike Gombrich, Affirm Wealth Advisors
Charlotte Johnson, Davis Miles McGuire Gardener
Emily Kile, Kile Law Firm
Stephanie King, Charles Schwab
Kelly Kral, Dyer Bregman Ferris Wong & Carter, PLLC
Jill McIlroy, Arizona Community Foundation
Hannah Malinski, Zia Trust
Troy McNemar, McNemar Law Offices, P.C.
Rachel Page, CFP
Jay Parke, Walker & Armstrong LLP
Megan Selvey, Bivens & Associates, P.L.L.C., Vice-Chairperson of the Council
Karen Starbowski, SpecialCare Planner, MassMutual Arizona
Annette Stertzer, Bank of America, N.A. – US Trust
Lisa Sullivan, Trust Bank
Janet Tubbs, Insurance Professionals of AZ
Jacquie Weflen, TFO Phoenix
Matthew Wells, Renaissance Financial