Special Seminar: Financial Planning for Your Child with Special Needs

As a parent or caregiver, you know well the ins and outs of supporting a child or loved one with special needs – including the expense of providing and maintaining the services and supports they rely on.

But what happens when you are no longer here? By having a solid financial plan in place, you can be comforted, knowing that your child or loved one will be cared and provided for well into the future.

Life’s WORC Trust Services was pleased to host a special seminar on Thursday, May 3, to address these concerns. In partnership with The Family Center for Autism, the Trust Department invited special guest speakers to present to the group of nearly 60 parents. To make it possible for more families to attend, the Family Center for Autism also offered its experienced staff to host activities for children during the seminar, to eliminate the concern for childcare.

The presenters all stressed the importance of planning ahead for your loved ones needs.  The need for a will, a trust, advanced directives, and insurance were the hot topics of the night.  Our guests had numerous questions including the use of ABLE accounts, successor trustees, the distinct between pooled trusts and individual trusts, and so much more.

Thank you to our presenters:

  • Marianne A. Simoni, Esq., Associate Attorney – Law Offices of Andrew M. Cohen, P.C.
  • Andrew Levey, Forest Hills Financial Group
  • Paulette Elbers, Life’s WORC Trust Services

We look forward to more of these events in the future!

About Our Presenters:

Marianne A. Simoni, Esq.

Associate Attorney – Law Offices of Andrew M. Cohen, P.C.

Ms. Simoni’s practice is primarily focused on representing families and individuals in the areas of Guardianship and Elder Law, Estate Administration and Estate Planning.  Ms. Simoni strives to ensure that her clients’ goals are achieved and that their interests are protected.

Andrew Levey

Andrew Levey is a 25 year veteran of the financial services world, and a Financial Representative with Forest Hills Financial Group. He is also the proud uncle of a niece and nephew with special needs. His firsthand experience has enabled him to understand fully the importance of planning for their future.

Paulette Elbers

Ms. Elbers is the Trust Administrator at Life’s WORC Trust Services, a role she has held since 2011. As Trust Administrator she oversees the creation and management of special needs and pooled trusts to ensure that our beneficiaries’ needs are met, and their expectations exceeded. Paulette was instrumental in developing the Life’s WORC Trust Program in 2007, now a multimillion dollar program supporting several hundred participants statewide.

 

Be sure to check back soon to learn more about similar programs and opportunities to find out more about how Life’s WORC Trust Services can help you prepare for the future.