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Education Series Part 4: Special Needs & Charitable Planning

November 11, 2021 @ 12:00 pm - 1:30 pm

Join Attorney Annie K.T. Warner and Kristina Markiewicz Thursday, November 11 from 12 – 1:30 p.m. EDT to learn about special needs trust and estate planning. Register here.

The Ken Anderson Alliance is excited to welcome Attorney Annie K.T. Warner & Kristina Markiewicz for a 4 part series on Special Needs and Charitable Planning. The presentations will be hosted at our offices in Silverton and also have a ticketing option to attend virtually via Zoom (please make sure you select the correct ticket). There is no cost to attend the series and lunch will be provided for the in-person attendees.

The third presentation in our series will focus on the following: Why are Special Needs Trusts so important in the realm of Estate Planning?

Find out about:

  • Potential pitfalls of asset transfers
  • Differences between First Party, Third Party, and Pooled
  • What might be best for your family
  • How the ABLE/STABLE accounts work together with Special Needs Trusts

Details

Date:
November 11, 2021
Time:
12:00 pm - 1:30 pm
Event Category:

Organizer

Ken Anderson Alliance
Phone:
(513) 813-8321
Email:
info@kenandersonalliance.org
View Organizer Website

Venue

Ken Anderson Alliance
6940 Plainfield Road
Cincinnati, OH 45236 United States
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View Venue Website