South Bay Special Needs Planning May Meetup

We are very excited about the opportunity to share our love of special needs planning with parents, grandparents, and others concerned about the special needs of loved ones in their lives. We will be discussing the basics of special needs planning, creating a letter of intent, and special needs trusts.

This event is free and open to the public. Beverages and refreshments will be served.

Presented by:
Cynthia R. Pollock, Attorney at Law
Scott Gilbert, Special Care Planner, MassMututal Financial Group
Cynthia Pacheco, Special Care Planner, MassMututal Financial Group

Agenda:

7:00-7:15: Easter Seals - Living With Autism Study
Scott Gilbert and Cynthia Pacheco, MassMututal Financial Group
MassMutual and its SpecialCare program, in collaboration with Easter Seals, conducted one of the first national surveys of families and individuals living with ASD. Results of the study were released nationally in December 2008.

7:15-7:30: Basics of Special Needs Planning, Creating a Letter of Intent
Scott Gilbert and Cynthia Pacheco, MassMututal Financial Group
Scott Gilbert and Cynthia Pacheco will be discussing the basics of special needs planning and creating a letter of intent to leave explicit and specific instructions that would familiarize anyone with the special needs individual.

7:30-8:00: Special Needs Trusts
Cynthia R. Pollock, Attorney at Law
Cynthia R. Pollock will be discussing the basics of special needs trusts, and how they can help an individual with special needs receive gifts, inheritances, lawsuit settlements, or other other funds without jeopardizing his or her public benefits.

About Cynthia R. Pollock: Ms. Pollock graduated from Loyola Law School and has been a practicing attorney since 1991. Over half of her practice is devoted to special needs trusts and special needs trust issues. She has a passion for the disabled and disenfranchised, and is dedicated to the caring and professional practice of law.