Signature Sponsor Lunch-and-Learn: Establishing and Managing Trusts for Individuals with Special Needs and for Those Who Need Additional Protection
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About the Program:
To help families with an individual with special needs or one who needs additional protection, we need to coordinate the four disciplines of law, tax, finance and health care through various stages of life.
Parent’s working years
Parent’s retirement years
Parent’s incapacity / periods of illness
Death of a parent / transferring the estate
Initial establishment of trust for the beneficiary
Ongoing management of the trust
About the Speaker: Philip Fish, CFP® is the Estate Planning Specialist at Sandy Spring Trust, where he assists clients with transition planning, intergenerational wealth transfers, risk management, estate planning and professional asset management. He has been a financial professional for over 30 years. Mr. Fish is the host of two educational video libraries located at sandyspringbank.com and has worked for Sandy Spring Bank’s Trust Division for the past 21 years.