Home > Estate Planning > October 26th Workshop: Planning for the Future: Special Needs Trusts and ABLE Accounts

Source: Reprinted from the September 2016 Newsletter of Sheri R. Abrams, Attorney at Law, www.sheriabrams.com

Are you interested in learning more about how to save for your loved one’s needs without jeopardizing their eligibility for public benefits?

Attend this workshop to learn more about:

What is a special needs trust?

What are the differences and benefits of a first-party, third-party, and pooled special needs trust?

What is an ABLE account? How is it different than a special needs trust? What are its advantages?

What do you need to know to get started with establishing a special needs trust or ABLE account?

Speakers: Sheri Abrams, Eric Jorgensen, and Tia Marsili

Wednesday October 26, 2016, 5:30 pm to 7:00 pm.

Sponsored by ServiceSource as part of their monthly workshop and open house.

Being held in the ServiceSource Building:  10467 White Granite Drive, Oakton, VA 22124.

For more information, please click here.