July Meeting: What You Need to Know about Special Needs Trusts

Attorney Karen Holt will speak at our July 15, 2013, meeting about Special Needs Trust. Karen has spoken at our meetings in the past and her information has been very valuable to our members. If you don’t already have one, it will be your chance to learn about special needs trusts. If you have one established for your loved one, it will be your opportunity to gain current information and updates about special needs trusts. Information is very critical to avoiding loss of government benefits. You won’t want to miss this informative presentation at 7:30 PM in Fellowship Hall at the First Lutheran Church.

In addition to Special Needs Planning, Karen’s practice includes Comprehensive Estate Plans, Business Formation, Real-Estate Transactions, Trust Administration and Probate. Special Needs Planning, in particular, involves advice and documents for complicated issues such as how to leave inheritance or gifts to a loved one who suffers from a disability or advanced age and whom may need long-term care.  Proper planning provides the necessary protection to insure the best financial and medical benefits available while enhancing quality of life for those family members who may not be able to plan for themselves and need our help the most.

The meeting will be preceded by Caring and Sharing Group Support at 6 p.m. in the Fireside Chat Room. The Speaker Meeting will begin at 7:30 p.m. in the Fellowship Hall. First Lutheran Church is at 2900 Carson Street, in Torrance, California.

One thought on “July Meeting: What You Need to Know about Special Needs Trusts

  1. Pingback: General Meeting Topic: “Hearing Voices” | NAMI South Bay

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