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Government Benefits, Estate Planning and Funding Strategies


Pat Bergmaier, CFP®, ChSNC® and Thomas Minger


Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.

It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.

Topics include: Basic Estate Planning Documents, Special Needs Trusts (SNTs), Guardianship vs Powers of Attorney, ABLE Accounts, “3 Person Retirement”, Tax Planning Considerations, Funding Strategies for a SNT, among others!


Register: https://us02web.zoom.us/j/89892710181?pwd=NzUwR3oxUnJ5TU9LS3JWVVlSVmwyZz09

Meeting ID: 898 9271 0181

Passcode: 305

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