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