The presentation will discuss what a Life Care Plan is and the steps recommended to create one for a loved one with special needs. This workshop will address such critical issues as protecting government benefit eligibility for Supplemental Security Income (SSI) and Medicaid, creating Special Needs Trusts, the importance of a Will, Guardianship, Financial Strategies including ABLE Accounts and preparing Letters of Intent.

Douglas A. Vogel is a Financial Services Executive with Lee, Nolan & Koroghlian, a MassMutual firm and a Registered Representative with MML Investors Services, LLC with 34 years of experience. He is a parent of an adult daughter with disabilities and a SpecialCare Planner with MassMutual’s SpecialCare Program, a national network of planners dedicated to helping families plan for their children or other dependents with special needs, with offices in the Low Country of South Carolina and South Florida. Doug has authored numerous articles on advocacy and special needs estate planning and is nationally recognized as one of the leading professionals on estate planning for families with children or other dependents with special needs. He has been featured in many publications such as the New York Times, Bloomberg Wealth Manager, Forbes, The Special Parent, Reuters, and CNN Money.

Co-sponsored by Jewish Family Services. This program is both in person and on Zoom.

https://us06web.zoom.us/j/4538689645