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On Tuesday, September 23 at 5:30 PM, join Catherine ("Kylee") Read, Esq., a member of the SNA and a Certified Elder Law Attorney, as she serves as an attorney expert panelist at the DSFG Resource Fair. Kylee dedicates her practice to estate planning for families of children with special needs. Kylee understands misinformation abounds.
She will educate on:
1. Transition to Adulthood: What parents need to do when their child with special needs is turning 18. Powers of attorney or guardianship are only one part of this. Many parents don’t know important public benefits may be lost if not applied for as part of this transition.
2. Special Needs Trusts: What they are, who needs them, how they can be flexible, and that a trust is just a document – it’s who administers the trust, and the interplay with ABLE accounts and public benefits, that make the difference.
3. Retirement Accounts: New laws on the complex interface of retirement accounts and special needs beneficiaries. Now, individuals with special need
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