Archive for October, 2015

Special Needs Planning Presentation

Wednesday, October 28th, 2015

Michael Brodowski, Chris Harper and I will be giving a presentation on November 5, 2015 at 6:00 p.m. at 1892 Restaurant. Our presentation will focus on how to properly create an estate plan for individuals planning to give assets to an individual with a disability. We will focus on the importance of having a Will, Powers of Attorneys and/or Trust, with a particular emphasis on the benefits of Special Needs Trusts. Please let me know if you plan to attend by calling my office at 256-534-4571. Seating is limited.

David McCurry