Guardianship and Estate Planning Seminar

Guardianship and Estate Planning – What do you need to know

Thursday November 29, 2018
6-7:30pm

Life’s WORC Trust Services
1501 Franklin Avenue
Mineola, NY 11501

Register to attend atPlinnemann@lifesworc.org
Light refreshments will be provided.

 

As your child ages how do you prepare for their changing needs?  Guardianship decisions and planning for their financial future are paramount concerns.  With a solid plan in place, you can be comforted, knowing that your child or loved one can be properly cared for well into the future.

Guardianship – How do you know if your child needs a guardian? How old are they when you begin the process? What types of guardianship are available? Do I need an attorney?  

Estate Planning – How can I leave money to my loved one with special needs without affecting their eligibility for government benefits?  Do I have enough money to fund at trust? What is a pooled trust? Who can manage their funds when I am no longer able to?

All this and more will be answered by our featured presenters:

Saundra Gumerove, Esq. – has enjoyed a distinguished legal career that spans 30 years. She defines herself as an attorney, an advocate, and most importantly – the parent of a developmentally disabled, learning disabled and medically involved young adult.  Her practice focuses on assisting others in gaining vital services for their loved ones, including special education, guardianships, life planning, estate planning, and Special Needs Trusts. Saundra has been recognized countless times for her community service and achievements.  

Paulette Elbers, Trust Administrator at Life’s WORC Trust Services – As Trust Administrator, Paulette oversees the creation and management of special needs and pooled trusts to ensure that our beneficiaries’ needs are met and their expectation exceeded.  Paulette was instrumental in developing Life’s WORC Trust Program in 2007, now a multimillion dollar program, supporting several hundred participants’ state wide.