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:
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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
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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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The Foorce 
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