Planning for Special Needs Beneficiaries: As the population ages, parents and families of special needs children face a growing problem-ensuring the wellbeing and safety of their children when they can no longer care for them. Parents need to be educated on the options and how to plan for them. Resources for special adults are becoming increasingly stretched, so the earlier the family starts planning, the more effective. This presentation is designed to assist CPAs, in their role as trusted advisor, in alerting families to planning needs, and guiding them through the process.
Janine Guillen, an attorney with Davis Schilken, PC, for over 15 years concentrates her practice in estate planning, including wealth preservation, asset protection, estate/trust settlement, business exit planning and medical and disability planning. Ms. Guillen is a frequent speaker both at the local and the national level on estate planning and related topics.
Understanding the planning process for families of special needs beneficiaries
This presentation is designed to assist CPAs in their role as trusted advisor, in alerting families to planning needs, and guiding them through the process.
Spice Of Life Event Center, 5706 Arapahoe Ave, Boulder CO 80304