ILO COMMUNITY GROUP Presents:
Estate Planning & Tax Issues
for the Family with Special Needs
presented by Matthew Bogin, Esq. of Bogin Law
This workshop provides estate planning and tax information for the family with special needs.
Key elements of estate planning will be reviewed, as well as any tax changes for 2021. Matt will discuss various planning documents (i.e., wills, trusts, powers of attorney, living wills, HIPAA privacy authorizations, etc.).
The workshop will also cover guardianship and the different types of Special Needs Trusts.