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DTSTART:20230504T160000Z
DTEND:20230504T171500Z
LOCATION:Via Zoom
UID:2410420230504T160000ZSignature Sponsor Lunch-and-Learn: Establishing and Managing Trusts for Individuals with Special Needs and for Those Who Need Additional Protection
DTSTAMP:20260428T163451Z
DESCRIPTION:\nAbout the Program: \nTo 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. \n  \nParent’s working years\n   \nParent’s retirement years\n   \nParent’s incapacity / periods of illness\n   \nDeath of a parent / transferring the estate\n   \nInitial establishment of trust for the beneficiary\n   \nOngoing management of the trust\n  \nAbout 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. \n \nLogistics:\n There is no cost to participate. Connection and zoom registration details will be emailed just prior to the event.
SUMMARY:Signature Sponsor Lunch-and-Learn: Establishing and Managing Trusts for Individuals with Special Needs and for Those Who Need Additional Protection - EPC of Montgomery County Maryland, Inc. 
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DESCRIPTION:Reminder
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