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Special Needs Symposium for Local Professionals

  • Neal Blaisdell - Pikake Room 777 Ward Avenue Honolulu, HI, 96814 United States (map)

SPECIAL NEEDS SYMPOSIUM – MAY 3, 2024

Featuring: Special Guest Theresa M. Varnet

JOIN US FOR A FREE SPECIAL NEEDS PLANNING SYMPOSIUM FOR LOCAL PROFESSIONALS

Date: May 3, 2024
Time: 2:30-6:30pm
Location: Neal Blaisdell, Pikake Room (Map Link)
Price: FREE to local professionals who are assisting persons and families with special needs and disabilities: Special Needs Planners, CPA’s, Attorney’s, Financial Planners, Trust Companies, Department of Health, Banks, Medicaid Consultants, Investment Companies, Charities, Non-Profits and more…

TOPICS:

  • Review of fundamental public benefits for persons with disabilities

  • Distinctions between 1st party, 3rd party SNTS and Able Avcound and when appropriate to use each

  • Choosing the best trustee and pitfalls in administering a SNT

  • NEW HOTMA Regulations and how they impact distributions from SNTs

Space is limited! Sign Up Today! Call 808-295-6319 for any questions or email us here!

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Next
May 4

Special Needs Seminar