For more information: Call: 888-735-7686 | www.TheSotoLawGroup.com | DeDe@thesotolawgroup.com For more information: Call: 888-735-7686 | www.TheSotoLawGroup.com | DeDe@thesotolawgroup.com
FREE WORKSHOP: SPECIAL/SUPPLEMENTAL NEEDS TRUST “ESTATE PLANNING FOR FAMILIES WITH SPECIAL NEEDS”
TUESDAY, APRIL 30 TH AT 6:30 PM Register online at TheSotoLawGroup.com/workshops.shtml
REGISTRATION REQUIRED! This workshop is free to attend, but you must register. Light appetizers and refreshments will be served. Register at: www.thesotolawgroup.com/ Workshops.shtml or call us at 888-735-7686 LOCATION:
Come to this FREE Workshop event to discover how Supplemental Needs Trusts (sometimes called Special Needs Trusts) allow people with mental or physical disabilities, or even people with chronic or acquired illnesses, to have unlimited assets held in Trust for their benefit. If you have a child, grandchild, or even a spouse with a disability, a Supplemental Needs Trust can ensure that they
have the funds they need to maintain their lifestyle after you’re gone. IN ADDITION, THIS WORKSHOP WILL COVER: ➢ ➢ Naming of Guardians & Adult Conservatorships ➢ ➢ Protecting eligibility for government benefits ➢ ➢ Inheritance protection ➢ ➢ Strategies regarding disinheritance and payback provisions
1101 Dove Street, Suite 200 Newport Beach, CA 92660
➢ ➢ Establishing secured standards of living ➢ ➢ Protection of resources and support ➢ ➢ Incapacitation and Health Care Directives
For minor children with disabilities or Special Needs, this workshop offers vital information. Does your child have significant medical concerns? Should the trust allow for birthday gifts for other family members? What about travel expenses to visit loved ones? Do you have a preferred living arrangement for your child? Your child’s Special Needs Trust should address all these issues and more. SPACE IS LIMITED — RESERVE YOUR SPOT TODAY!
ABOUT R. DEDE SOTO, ESQ. With more than 15 years of legal experience, R. DeDe Soto is prepared to provide you with the knowledgeable advice and skilled representation you need. DeDe is focused on providing personalized, tailor-made legal solutions that protect the assets and the wishes of her clients.
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