Please join us. “Interim, Inc. is hosting a free virtual webinar, titled Leaving a Legacy You Can Depend On: Special Needs Trusts and Your Loved One, from 5:30-7:00pm on March 28, 2024, with a panel of speakers who have expertise in navigating the legal and administrative complexities of Special Needs Trusts. You will learn how to create a legacy you can depend on that will take care of your loved one with special needs. You will also have an opportunity to ask the speakers questions during a question and answer segment following the presentation.

Learn About… Planning steps to support a disabled family member, how to keep public benefits with a Special Needs Trust, the process of administering a trust, the role of a fiduciary and more!

In addition to families or caretakers who are responsible for a loved one with special needs, this seminar is also appropriate for attorneys, accountants, or professionals who work with people with disabilities.

For questions or more information: Call the Development Officer at Interim, Inc. at (831) 649-4522, ext. 205 or email development@interiminc.org Learn About… Planning steps to support a disabled family member, how to keep public benefits with a Special Needs Trust, the process of administering a trust, the role of a fiduciary and more!

Speakers include Yvonne Ascher, Attorney at Law, Noland Hamerly Etienne & Hoss, Stephen Dale, Esq., LL.M The Dale Law Firm, PC, and Fiona McDonough, Licensed Professional Fiduciary.”