Special Needs Planning
Please join the Essex County Estate Planning Council on Monday, Oct. 16 for a Lunch & Learn Event. Attorney Vinnie Bonazzoli of Family Estate Planning Law Group, Caleb Harty of Harty Financial and Terasa Marshall of Anthony & Dodge, PC will discuss Special Needs Planning.
This interdisciplinary panel will dicuss the various facets of special needs planning. At this lunch event, you will learn about:
- The importance of holistic estate planning and often overlooked planning mistakes in a special needs context.
- How to design a budget of future expenses for a child (housing expenses, lifestyle expenses) and what public benefits to plan for.
- Special needs planning from a tax perspective, from trust taxation to certain deductions unique to a special needs situation.
Lunch will be served courtesy of Harty Financial.