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OCASG General Meeting – Attorney Susan Katzen speaks on Special Needs Planning
July 16, 2018 @ 7:00 pm - 9:00 pm
For parents or grandparents of children with special needs, planning ahead is vital for their protection. How assets are left after death can have a tremendous impact on the quality of life of the special needs child. There are a number of legal options that should be considered when planning to ensure that your special needs child will continue to receive the best care and advocacy possible.
Susan Katzen, attorney and expert in special needs planning, will speak at The Orange County Asperger’s Support Group (OCASG) general meeting. The presentation will include:
Understanding the role of public benefits and the differences between them.
– What a Special Needs Trust is and how it works.
– Changes to the Affordable Health Care Act will affect loved ones with special needs.
– The benefits of preparing a Letter of Intent.
– Costly mistakes to avoid when planning for a loved one with special needs.
– Overview of updates regarding the ABLE Act.
The meeting is intended for parents who have a child diagnosed with Autism, Asperger’s Syndrome or PDD-NOS. About Susan Katzen
Susan A. Katzen is an attorney who has been in private practice for over 30 years. Ms. Katzen is dedicated to providing comprehensive, highly personalized counsel in special needs and estate planning as well as trust administration and probate. She serves her clients by first listening closely to their goals, dreams and concerns, and then works with them to develop superior plans that reflect their own unique situations. Ms. Katzen received her undergraduate degree from the University of Wisconsin La Crosse in 1975, and her law degree from Western State University College of Law in 1978. She was admitted to the California State Bar in 1978. Her Newport Beach practice is primarily focused on estate planning, special needs planning, trust administration, and probate. Visit her online at: www.skatzenlaw.com