Events & Seminars

ESTATE PLANNING FOR FAMILIES OF INDIVIDUALS
WITH A BRAIN INJURY
(LIVE WEBINAR)

A Carolyn Rocchio Caregivers webinar featuring Keith Miles, Esq. Airs live at 3 p.m. ET August 11, 2022. Registration closes at 11:59 p.m. ET August 10, 2022.

What are important considerations for future planning when you are caregiver to a loved one with a brain injury? Join Keith Miles, Esq., MBA, LL.M., for a discussion centered around estate planning, special needs trusts, and ABLE accounts.

Learning Objectives

1. Factors related to special gifting, trust creation, beneficiary designation and other powers if they become incapacitated.
2. The purpose of supplemental needs language in wills or revocable trusts.
3. The role of a standby special needs trusts for individuals with a brain injury under the age of 65.
4. The function of a standalone supplemental needs trust.
5.  The impact of coordinating your supplemental needs trust with an ABLE account, if available..