Estate Planning for Grandparents, Parents and Families with Special Needs Children - (Online)
Community Bridge / Business, Education, Finance -
Attention families with special needs members, don't miss this opportunity!
With an ever changing benefit system, you will be happy to learn that your estate plan include provisions for the care of a child, grandchild or family member with special needs without adversely affecting their benefits or programs. Discuss how to properly protect your assets and provide for the future benefit of your loved one. Learn the pros and cons of a special needs trust and how it may be an option to be considered.
Steve is the founding member of Ledin Law PLLC, a small business and estate planning focused law firm based in the East metro area. Steve practices extensively in the areas of estate planning and corporate transactional law. His services in estate planning cover a wide spectrum of clients varying in estate size, value, and complexity from young couples starting a life together, up to large well-established estates of significant value and complexity. In the transactional business area, he provides services on a wide variety of legal matters including business formation; mergers and acquisitions; buy-sell agreements; contract review and negotiation, real estate purchasing/leasing; and business succession.
Rick Peterson is a Financial Advisor with Principal Financial Group