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Wednesday, March 14, 2012

Special needs financial planner to speak March 22.



Norm Plotkin, a financial planner with Ashford Advisors, will share his expertise with parents and family members of those with special needs March 22 as part of the Milton Disability Awareness Committee (MDAC) Community Link series.

Plotkin’s presentation, “Wills, Trusts and Legal Planning for Special Needs Families” will take place at 6 p.m. in City Council Chambers at Milton’s City Hall, 13000 Deerfield Parkway, Suite 107E. Everyone is invited, and there is no RSVP required.

“Parents and families with special needs children have a number of tough questions to answer, with the most pressing among them being: What happens when I am gone?” said Kennard Woods, MDAC chairman. “Norm’s presentation covers how to prepare for the eventuality that your child will have other care takers, and how to ensure your child has the proper financial and legal backings to lead a fulfilling, comfortable life.”


Among the topics covered during Plotkin’s presentation will be:

•Government benefit eligibility for SSI and Medicaid.
•A review of guardianship, conservatorship, and client self-determination and advocacy issues.
•Determining which type of Special Needs Trust is suitable.
•Determining appropriate funding vehicles to guarantee quality of life, including life insurance.
•How to pass on all of your special knowledge about your child to his or her future caregivers.
•How to provide for your family’s and special child’s financial future.
For more information on this program, contact MDAC at mdac@cityofmiltonga.us or call 678-242-2500.

Click here for more information.

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