Free Seminar: Creating a Special Needs Trust, Sept. 26
Time: 7:00 p.m.
Presenter:Four panelists will talk about Special Needs Trusts, one way to help provide financial help for the future of a disabled loved one:
• Lisa Nachmias Davis, an Estate Planning Attorney with Davis, O’Sullivan & Priest
• Kerry Tedford-Coles, Vice Pres., Trust Administration, Planned Lifetime Assistance Network
• Jim Parker, Senior Trust, Fiduciary Specialist, Wells Fargo Bank
• Claudia Englisby, an Estate Planning Attorney with the Law Offices of Sharon Pope. Claudia has personal experience with a Special Needs Trust.
Location: Chauncey Conference Center, Gaylord Hospital Campus
Info/RSVP: (203) 284-2881 or firstname.lastname@example.org