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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 9 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: Wednesday, October 9, 2024

From: 12:00 P.M. ET

Where: Zoom

Speakers

  • Joan McGrath, Chief Executive Officer 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.
Register Here

About the Speakers

Joan McGrath has been with PLAN since 2009. Prior to assuming the role of CEO, in February 2020, Joan was Director of Finance and Administration for PLAN and has more than 25 years of experience in professional accounting and finance. She has been an auditor with a “big four” public accounting firm, where she focused on high growth, emerging business clients. She also led her own private consulting practice, where she worked with nonprofits, service organizations, and venture capital startups. Joan earned her Bachelor’s degree in Accounting from Boston University’s Questrom School of Business.  Joan is a member of the Boston Estate Planning Council, the Estate Planning Council of Rhode Island, Academy of Special Needs Planners, Alliance of Pooled Trusts, National PLAN and is on the Best Buddies Advisory Board.

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.