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DSAW- Central Estate Planning for Beneficiaries with Disabilities Presentation & Bunco

  • Moose Family Center 1025 2nd St N Stevens Point, WI 54481 United States (map)

Attorney, Erik McFarland will present Estate Planning for Beneficiaries w/ Disabilities.

Program description: Leaving gifts to beneficiaries with disabilities can lead to unintended consequences. Learn about the tools available for leaving gifts to your loved ones without jeopardizing their public benefits. This presentation will cover the basics of “Special Needs Trusts,” options for using these trusts as part of an estate plan, and information about WISPACT, a pooled Special Needs Trust that is a common estate planning solution for beneficiaries with disabilities. DSAW Central will provide food and drinks. Afterwards, should time allow stay for a few rounds of Bunco! Fun prizes for the winners! 

To join us, please RSVP below by April 12