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Special Needs Trusts – Which one is right for you?

February 21 @ 12:00 pm - 1:00 pm

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

Details

Date:
February 21
Time:
12:00 pm - 1:00 pm

Venue

Zoom