Partners Dawn McFadden and Christina Bushnell have given presentations on topics such as Legal Planning for Seniors, Special Needs Planning, General Estate Planning, Estate Planning for Small Business Owners, and VA Pension Planning for Wartime Veterans. The firm regularly host free seminars at their office and have brought their presentations out to community groups. If you belong to a group or organization that would like to have a presentation put on for your group, please contact Mike Bushnell at 216-716-2481 or email at email@example.com.
THIS EVENT IS BEING RESCHEDULED
Special Needs Planning: Drafting a Memorandum of Intent – 10 am and 7 pm
Please contact our office to find out about this upcoming, FREE, informative presentation on the best ways to provide for your loved ones with special needs, face the future with confidence, and get the benefits you & your family deserve.
A Memorandum of Intent is a useful tool for caregivers who are anticipating a time when they will no longer be there for their loved one. A special needs trust can set up the legal and financial framework that will provide for a loved one, but it generally lacks the detail that allows for an understanding of day-to-day issues that caregivers navigate. A Memorandum of Intent can help guide future trustees and caregivers by offering information that would be helpful (even vital) about the individual with special needs.
This session would provide guidance on what type of information should be included in a Memorandum of Intent and we will have documents to use as a starting point.
This event is being rescheduled. Information about the new date will be posted here shortly.
Tuesday, Tuesday, October 1, 2019 – Special Needs Planning: Legal Considerations When a Child Turns 18 – Powers of Attorney and Guardianships – 10 am and 7 pm
Please join us for our FREE, informative presentation on the best ways to provide for your loved ones with special needs, face the future with confidence, and get the benefits you & your family deserve.
When someone turns eighteen, the parent's role in their child's life changes legally. What does this mean, and how can parents continue to assist with advocating for their children? For some high-functioning new adults, executing documents such as a will, a durable power of attorney (including language regarding IEPs), a healthcare power of attorney, a living will and a HIPAA Authorization may be appropriate. For others, guardianship may be necessary. This session will describe how to determine the best option for their situation and what the next steps would be.