Webinar, May 13th, 2026, with the Charles River Center in Needham, MA. This session dives deeper into estate planning considerations for families with children with special needs. Participants will learn about:
· Documents to consider for themselves and their child
· Whether conservatorship or guardianship is appropriate
· Planning timelines for specific ages
· Types of trusts and their uses
· Strategies for financial planning
Presented by Tom Alessi, Investment Advisor Representative, The Moody Street Group, LLC
Registration is required.
