Signature Sponsor Lunch-and-Learn: Establishing and Managing Trusts for Individuals with Special Needs and for Those Who Need Additional Protection

Date: Thursday, May 4, 2023
Time: 12:00pm - 1:15pm
Location: Via Zoom
Speaker: Phil Fish, Sandy Spring Trust

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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. 

  1. Parent’s working years

  2. Parent’s retirement years

  3. Parent’s incapacity / periods of illness

  4. Death of a parent / transferring the estate

  5. Initial establishment of trust for the beneficiary

  6. 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 and has worked for Sandy Spring Bank’s Trust Division for the past 21 years. 


  • There is no cost to participate.
  • Connection and zoom registration details will be emailed just prior to the event.
Related Document(s):

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