Special Needs Financial Planning 

From a Legal Perspective

 

This presentation will educate individuals with a special needs child on the legal aspects of wills and trusts.  It is essential to know the different trusts available and how each can affect the disabled person's government-sponsored benefits.  Become informed so that you can set up a secure future for your special needs family member.

Takeaways:

• Learn the differences between payable on death and transfer on death
• Understand how to choose beneficiaries
• Special needs trust planning and administration
• Overview of an ABLE account
• Learn about Florida income trusts

 

PRESENTER:

Michele Miller,  Financial Advisor, J.D.

Michele Miller is a Vice President and Senior Trust Advisor at Northern Trust.  Michele specializes in advising clients on estate planning, special needs planning, wealth transfer and transfer tax saving techniques, and trust administration.  Prior to joining Northern Trust, Michele was an attorney in private practice in Minnesota, specializing in estate and  transfer tax planning, special needs planning, and trust and estate administration, and non-profit matters.  She has in-depth knowledge of estate planning tools and techniques at all levels of complexity.  Michele earned her B.A. in organizational behavior summa cum laude from the College of St. Scholastica, Duluth, Minnesota, and her J.D. magna cum laude from William Mitchell College of Law, St. Paul, Minnesota. 

 

 

FREE!  Register Here!