October 24 – Special Needs Estate Planning

Families who have children with special needs must exercise extra care in making their estate plans. This is especially true for those receiving needs-based public benefits such as SSI or Medicaid. Regardless of age or circumstance, an individual with special needs may lose their benefits if they receive an inheritance. This workshop explores the essential basics of special needs planning including creating the plan, protecting SSI and Medicaid benefits, selecting caregivers, and managing the financial estate. Attendees will enjoy a hands-on approach to special needs planning through many real-life
examples and context.

The workshop will be held at the Willoughby Senior Center located at 36939 Ridge Road Willoughby, Ohio 44094

For more information or to register, please contact Becky Sutton at 440-951-2832