Free

Special Needs Planning Series: Creating a Memorandum of Intenet @ 7pm

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McFadden Bushnell LLC

12200 Fairhill Road

Suite C-357

Cleveland, Ohio 44120

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Please join us for our FREE, informative presentation on the best ways to provide for your loved ones with special needs, face the future with confidence, and get the benefits you & your family deserve.

A Memorandum of Intent is a useful tool for caregivers who are anticipating a time when they will no longer be there for their loved one. A special needs trust can set up the legal and financial framework that will provide for a loved one, but it generally lacks the detail that allows for an understanding of day-to-day issues that caregivers navigate. A Memorandum of Intent can help guide future trustees and caregivers by offering information that would be helpful (even vital) about the individual with special needs.

This session would provide guidance on what type of information should be included in a Memorandum of Intent and we will have documents to use as a starting point.

Refreshments will be served and free parking is available

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Date and Time

Location

McFadden Bushnell LLC

12200 Fairhill Road

Suite C-357

Cleveland, Ohio 44120

View Map

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