Estate Planning and Special Needs Trusts Webinar
Estate planning is one of the most important processes an individual can complete to ensure their family’s financial security after their passing. Celebrate National Estate Planning Awareness Week with the Carroll Center for the Blind by joining us for a webinar on Monday, October 16 at 12:00 pm.
The Carroll Center has partnered with experts from PLAN of MA & RI, our Exclusive Trust Partner, and the law firm of Bowditch & Dewey to offer this informational webinar about Estate Plans, Special Needs Trusts, and how they can help you and your loved ones plan for your future.
Special Needs Trusts are one component of an estate plan that allows money to be set aside for a person with a disability. The trust helps to preserve funds for this person, enhances their quality of life, and protects their eligibility for public benefits such as Medicaid and Supplemental Security Income.
Event Details
When: Monday, October 16th, 2023
From: 12:00 P.M. ET
Where: Online
Speakers
- Kathy Vitello, LSW, Director of Operations at PLAN of MA and RI
- Eileen Y. Lee Breger, Esq., Attorney, Bowditch & Dewey, LLP
What You’ll Learn About
- The different components of an Estate Plan
- The various types of Special Needs Trusts
- Why a Special Needs Trust is beneficial to you for a disabled individual
- How to provide funds for a disabled individual without interfering with public benefits.
Who Should Attend
- Individuals who want to learn more about establishing an Estate Plan
- Parents, family members, and other caregivers of a person with a disability
- Individuals who think they could benefit from a Special Needs Trust
- Individuals who receive or potentially will apply for public benefits.
About the Speakers
Kathy Vitello is a Licensed Social Worker with more than 35 years of experience working with seniors, people who are physically challenged, and chronically ill. She has broad experience and insight drawn from her work in hospitals, in skilled nursing, rehabilitation, and psychiatric facilities, and in-home care and hospice settings. Kathy holds a degree in Mental Health from Northern Essex Community College; has a BA in Applied Mental Health from University of Massachusetts, Amherst; and earned certificates in Suicide Prevention in Older Adults and Mental Health and Aging from the Institute for Geriatric Social Work at Boston University.
Eileen Y. Lee Breger concentrates her practice on estate planning, tax strategies, special needs planning, long-term care planning, and estate and trust administration. As an attorney, she takes a practical and personalized approach and frequently works with families on their estate planning, high net-worth families in need of asset protection, business succession planning and gift and estate tax strategies, families providing for special-needs family members, and elders in need of long-term care planning. With her special needs planning practice, Eileen assists those who want to leave assets to a beneficiary who may have a developmental or intellectual disability.
