Materials from December Brown Bag Lunch

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Please follow the link below to obtain the materials from the December Brown Bag lunch on “Planning for Beneficiaries with Special Needs.”  At this program attendees learned about special needs trusts, and the estate planning involved for these beneficiaries.  Topics presented on by Rebecca Benson, of Margolis & Bloom included maximizing quality of life and preserving eligibility for public benefit programs.

Special Needs Trusts materials