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Sunflower Hill: Tax Planning & Charitable Tools in Special Needs Planning

This is not a SEED sponsored event, but we thought we should share it with our community.

“Sunflower Hill presents a FREE webinar series offering practical guidance for families supporting a loved one with special needs. Covering key topics such as estate planning, public benefits, future financial planning, and tax-smart charitable strategies, each session is designed to help families make informed decisions and create a secure, well-structured plan for their loved one’s future.”

Session 3: Tax Planning and Charitable Tools in Special Needs Planning.

  • Federal Gift & Estate Tax Rules

  • Donor Advised Funds (DAFs)

  • Qualified Charitable Distributions (QCDs)

  • Applications to Special Needs Families

  • Case Study”

“With Ellen Cookman (JD, LLM, Principal of Cookman Law), Sara Hire (Counsel, GPM), & Daniel Cutter (Financial Advisor, Senior VP, CRPC, Merrill Lynch)”

Register at www.sunflowerhill.org/events/webinar

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November 7

November Coffee Talk

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November 18

Lafayette Chamber Community Thanksgiving Breakfast