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Future Planning Series Workshop #5: Estate Planning

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This 7- workshop series, held once a month, aims to provide caregivers with the directions for creating a transition plan for supporting their loved ones, as caregivers go through the aging process and beyond.

At the end of the workshop series, the caregiver will have a blueprint that can be used for the transfer of knowledge to new caregivers. This blueprint includes the systems, people and processes needed to successfully support their loved one so that they live life to the fullest. Individual workshops will cover people and staffing, financial planning, housing, and estate planning.

Workshop #5: Estate Planning

Estate planning is the process of determining how an individual’s assets will be preserved, managed, and distributed after death or in the event they become incapacitated. This is particularly important for families who have children with special needs. Amy O’Hara, Partner at Littman Krooks LLP, will present on the legal aspects of planning to ensure that your loved one’s needs are met.

Zoom Registration: Click Here

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