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DTSTART:20171016T160000Z
DTEND:20171016T170000Z
LOCATION:Eagle Strategies/New York Life, 10 New England Business Center Dr., Suite 205, Andover
UID:1544020171016T160000ZSpecial Needs Planning
DTSTAMP:20260617T210956Z
DESCRIPTION:------\n\nPlease 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. \n \nThis interdisciplinary panel will dicuss the various facets of special needs planning. At this lunch event, you will learn about:\n 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. \n\nLunch will be served courtesy of Harty Financial.  ------\n\nRegistration \n \nRegistration is required for this event. \n \nMembers and guests of members are invited to this Lunch & Learn FREE OF CHARGE. \n \nPlease register below. \n ------\n\n \n
SUMMARY:Special Needs Planning - Essex County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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