Financial Advisement for Families of Individuals with Disabilities

(Virtual)

This INCLUDEnyc workshop brings together an experienced financial advisor and a practiced special needs planning and guardianship attorney to give families a clear, practical understanding of both the financial and legal steps involved in planning for a loved one with a disability. Join attorney Malkie Scher Esq.  and Ezekiel “Zeke” Zimmerman, MBA, CLTC, as they discuss all aspects of planning, including wills, Special Needs Trusts, guardianship and its alternatives, and tips to preserve eligibility for government benefits such as Medicaid and Social Security.

Register here.