Home > Educational Programs, Events, Services > The Quad Monday Workshop Series: Special Needs Trusts and Financial Planning

The Quad Monday Workshop Series: Special Needs Trusts and Financial Planning

Once the kids are older I would love to attend meetings like this one. Definitely an issue I think about a lot:

The Quad Manhattan’s 

Monday Workshop Series

May 16, 2011 6-8 pm

Special Needs Trusts and Financial Planning –

Financing the Future of your Special Needs Child

Stacy Francis, CFP®, CDFA™ and Marcie Roth, Esq. will help our families consider how to think ahead for potential needs, no matter how high functioning your child:

1. How much will it cost to assure that your family

member with a disability will have quality of life?

2. Where will the money come from?

3. Should you purchase term or permanent life insurance?

4. What special planning is needed in your will and other

estate planning documents?

5. How can you use Supplemental Needs Trusts to

preserve your child’s Medicaid eligibility?

6. What should grandparents and other family members

consider in their estate planning documents?

7. When would a guardianship be needed for

Go to The Quad Website 


The Quad Manhattan
DATE: Monday, May 16th 2011
TIME: 6pm-8pm
LOCATION: 54 Reade St
RSVP:  by Friday, May 13th 2011
(sarah@thequadmanhattan.com or 212-513-1840)
PRICE: $20.00
(Includes childcare & pizza for children enrolled at
The Quad Manhattan)
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