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LifeSPAN workshop

What
When May 03, 2012
from 07:00 pm to 08:30 pm
Where Coal Creek Family YMCA - Breakfast Rotary Meeting Room - 13750 Newcastle Golf Club Road, Newcastle, WA 98059
Contact Name Jane Searing, CPA & Clark Nuber PS
Contact Phone (425)-883-9867
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LifeSPAN workshop

 

Plan for the future.  This three-part seminar is designed to assist 12 families in exploring the creation of a will and estate plan backed by a choice structure that supports the individual with a disability. 

 

May 3, 2012

Financial Vehicles &

Funding a Special Needs Trust

With:  Jane Searing, CPA

            Clark Nuber PS

Contemplate:

·         Funding a special needs trust

·         Financial vehicles and trusts

·         Family financial planning for the future