San Francisco, California
London, United Kingdom
Effective Planning Strategies for your Client
with a Disabled Family Member
Free Professional Advisors Education & Beer Tasting Mixer
A current estate plan is important for all families. For a family that contains a child with significant, life impairing disabilities, having a current and responsive estate plan is absolutely critical.
This presentation will provide an opportunity for attendees to learn about the different classes of governmental benefits, both entitlements and needs-based benefits, available for persons with severe disabilities. In addition, the various trust and other estate planning constructs that may help to address the needs of a disabled beneficiary, without compromising the governmental benefits necessary for the continued success of that beneficiary, will also be addressed.”
Thursday, October 27, 2016
3:45-4:20 p.m. Registration & Networking
4:20 p.m. Welcome & Introduction of Speaker
4:30 p.m. Program
5:30 p.m. Beer Tasting & Mixer
SARRC's Sybil B. Harrington Campus for Exceptional Children
300 N 18th St (18th St. and Van Buren)
Phoenix, AZ 85006
Charles L. Arnold is a partner in the law firm of Frazer, Ryan, Goldberg, & Arnold, L.L.P., and specializes in mental health legal issues, serving the mentally ill, the developmentally disabled, and the elderly. Mr. Arnold was formerly the Maricopa County Public Fiduciary having responsibility as guardian and conservator for approximately 600 adults within Maricopa County, Arizona. He is certified as a Specialist in Estate and Trust Law by the State Bar of Arizona, and also has served as a member of the Estate and Trust Advisory Council of the State Bar of Arizona. Mr. Arnold has served as a commissioner and judge pro tempore in the Maricopa County Superior Court Probate Division, currently serves on various Boards of Directors of organizations dealing with mental, physical and behavioral disorders, and is the former chairman of the State Bar of Arizona Section on Mental Health and Elder Law. As well, Mr. Arnold is a member of the National Academy of Elder Law Attorneys (NAELA) and is licensed as a Private Fiduciary by the Arizona Supreme Court. He is co-author of the Arizona Probate Code Manual, co-author of the Arizona Resource Guide for Families of Persons With Serious Mental Illness, is a frequent speaker and writer in his areas of interest, and has otherwise distinguished himself in areas dealing with mental health law, incapacity and disability.
Mr. Arnold has received significant recognition and awards for his work, including the 2013 Learned Hand Community Service Award from the American Jewish Committee, the 2014 “Extraordinary Service to Society Award” by the Law College Association of his alma mater, the James E. Rogers School of Law, at the University of Arizona, Special Proclamations from two Governors of the State of Arizona, and the 2015 “Lifetime Achievement Award” from Mercy Maricopa Integrated Care. In 2014 Mr. Arnold was inducted into the Maricopa County Bar Association’s Hall of Fame in recognition of professional excellence and extraordinary service to the legal profession and the public, and in March 2015, he was awarded the singular honor of becoming the first member of the Arizona Fiduciary Association’s Hall of Fame.
Southwest Autism Research & Resource Center's
Planned Giving Professional Advisory Council
Victoria Ames – ARTEMiS Law Firm, PLLC
Tom Batson – Wells Fargo Advisors, LLC
Kathy Bosco – SARRC Grandparent Group leader
Chadwick L.Campbell, JD – Cohn Financial Group
Andrea Claus – Morris Hall P.L.L.C.
William Dolan, JD – US Bank
Russ Goldstein – U.S. Trust – Bank of America
Meighan Harahan – Waterfront Financial, LLC
Tiffany T. House – MasterTech Financial Advisors - AZ
Randy Huston, CFP – Yellowstone Trust Administration
Lindsey Jackson – BMO Private Bank
Cathy Knapp – Fraser Ryan Goldberg & Arnold
Robin Cochran Kruger – Bivens & Associates, P.L.L.C.
Kimberly Kur, JD – Arizona Community Foundation
Lori Lashley – The Families Advocate, LLC
Peter Liefer – ValuesQuest, Inc.
Barbara Loutos – Loutos Consulting
Denise McClintic – Wells Fargo Private Bank
Dan Owens – CoBiz Wealth
Michelle Roddy – ARTEMiS Law Firm, PLLC
Robert J. Smith – SilverTree – Special Needs Planning
Bart Stevens – SilverTree – Special Needs Planning
Carolyn Sechler – Sechler CPA PC
Karen Starbowski – MassMutual Arizona
Emily R. Taylor – Emily R.Taylor Attorney, PLLC
Janet Tubbs – Prudential
Jacquie Weflen – TFO Phoenix
Beth Salazar, SARRC Planned Giving Manager
email@example.com or (602) 606-9876
When & Where
Southwest Autism Research & Resource Center
SARRC is a non-profit organization providing services to improve the lives of individuals and families living with autism.