You probably have many financial questions as it relates to the care and future of your child with autism.
Our Video Covers
- How and why you should incorporate a Special Needs Trust into your financial plan.
- How to manage the assets in your special needs trusts to ensure self-esteem and other quality of life expenses are sufficient.
- Learn ways to preserve governmental benefits while preserving assets so that your family member has every opportunity for a fulfilled and happy life.
Included are Presentations from These Experts:
Jennifer B. Cona, Esq. is the managing partner of the leading Elder Law and Estate Planning firm of Genser Dubow Genser & Cona LLP. She practices exclusively in the field of Elder Law and Estate Planning and handles special needs planning, charitable giving, wealth transfer strategies and guardianships.
Paul Hyl, Esq. is a senior associate at Genser Dubow Genser & Cona LLP and practices exclusively in the field of Trusts and Estates and Elder Law and supervises the firm's Estate Planning and Estate Administration divisions. He advises clients regarding sophisticated estate planning and tax planning issues.
Charles Massimo is the founder of Legacy of Love and President of CJM Fiscal Management, which provides comprehensive wealth management services to individuals and corporations. He specializes in comprehensive wealth management services to ultra affluent families, families with autistic children and closely-held businesses. Clients gain a personal "CFO" who takes the time to assess their current financial situation and then develops a customized plan to best achieve their goals.