Date/Time
Date(s) - 11/02/2023
7:00 pm - 8:00 pm
Category(ies)
Workshop for Parents of Children with Special Needs
“How to protect your child legally and financially”
Join Andrew Cohen, Esq. and Mitch Weisbrot, CLU, ChSNC for an informative
seminar that addresses the legal and financial preparations crucial to
safeguarding assets and benefits for your child with special needs.
Andrew and Mitch are fathers of children with disabilities. Their personal
experience and professional expertise enable them to help other parents
navigate the confusing and emotional aspects of estate planning to best serve
the interests of each child throughout his or her lifetime.
Topics of Discussion:
• Government benefits for individuals with
disabilities
• How to preserve assets without disqualifying
eligibility for benefits, including through the use
of ABLE Act provisions
• Establishing guardianship
• Estate planning and wills
• Special needs trusts – how they work and why
they’re useful
• Strategies for funding trusts
Visit these websites for more information about the speakers:
financialprofessionals.massmutual.com/mitch-weisbrot
CRN202501-1580258
Workshop
DATE:
Thursday, November 2, 2023
7:00 p.m.
VIRTUAL MEETING:
Link: https://zoom.us/join
Meeting ID: 811 8307 6885
Passcode: 529015
CONTACT:
Marisa Ruggiero, LMSW
marisa.ruggiero@guraljcc.org