Join Us For A Supplemental & Special Needs Trusts Roundtable Discussion

Sarah J. Kaelberer, E. Dennis Zahrbock and the team at Business & Estate Advisers, Inc.
invite you and your friends to join us for an educational ROUNDTABLE discussion.

042214-Special NeedsSUPPLEMENTAL
&
SPECIAL NEEDS TRUSTS 

A Planning Tool For Every Family Who Has A Family Member With A Disability 

  1. The qualifications for being a beneficiary of a Supplemental Needs Trust
  2. The creation and administration of the Trust
  3. The difference between a testamentary Supplemental Needs Trust and a “standalone” Trust
  4. Considerations for funding the Supplemental Needs Trust and choosing a trustee

Presented by
Maser, Amundson, Boggio & Hendricks, P.A. 

Tuesday, May 20, 2014 
11:30 AM – 1:00 PM 
Wayzata Country Club 
200 Wayzata Boulevard West • Wayzata 

Reserve your spot for this FREE informative event
RSVP to mary@business-estate.com or call 952-475-0440

042214-Randy BoggioRandy Boggio, Shareholder, Maser, Amundson, Boggio & Hendricks, P.A., represents clients in all areas of long-term care planning. He also represents people with disabilities and their families in establishing and administrating Supplemental and Special Needs Trusts.

Randy is an author, lecturer, has been named to the Minnesota Super Lawyer List since 1998, and received a Mary Alice Gooderl Elder Law Award from the Minnesota State Bar Association.

 

042214-Bus and Estate Advisers Logo          Maser Law

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