Seminar on Special Needs Planning

***This seminar has already occurred, so the "interactive" part no longer applies. But you can still log in and listen to the audio.***

February 25, 2009; 7:00 – 9:30 PM EST

Join a Merrill Lynch Financial Advisor, a third-party special needs trust attorney, and a representative from a third-party disability organization as they discuss the financial, legal and social challenges faced by families like yours. (Please note that neither Merrill Lynch nor its personnel provide tax, accounting, or legal advice).

Location:
www.epliveonline.com in 2 convenient formats

Live, one-way audio/video streamed with e-mail chat (no longer available)

Archived (viewed online after the event)

Our panel of experts will:

Explore the team approach to special needs planning

Discuss the financial challenges facing families of children with disabilities and review the key elements of an effective financial strategy

Examine how a Special Needs Trust can be used to supplement income and protect quality of life for your child with special needs

Explain how third-party disability organizations can play a role in the special needs planning process

Registration: go to www.epliveonline.com/ep_20090225.html and follow the prompts
There is no registration fee to participate in this program.

Who Should Attend:

Nurses - Educators and School Administrators - Physicians - Allied Health Care Professionals - Families and Caregivers

Others Who Would Benefit: Institutions Serving the MR/DD Population - State and Private Facilities - Military Healthcare Personnel

Panelists:
Frank Quacinella, CFP, CSNA, First Vice President-Investments, Wealth Management Advisor, Merrill Lynch
Frank is a national spokesperson for Merrill Lynch's Families of Children with Disabilities Program which offers a wide array of special needs financial solutions. He works closely with disability organizations conducting training and educational workshops, and frequently provides source information for articles published in media publication like: The Record, The Wall Street Journal, Newsweek, and Time Warner for articles regarding Special Needs Planning.

Bernard A. Krooks, J.D., CPA, LLM (in taxation), CELA, Founding Partner, Littman Krooks LLP. President of the Special Needs Alliance (www.specialneedsalliance.org), a national network of attorneys dedicated to assisting families with special needs planning. Past President of the National Academy of Elder Law Attorneys (NAELA), Fellow of NAELA, a founding member and past President of the New York Chapter of NAELA. In addition, he is certified as an Elder Law Attorney by the National Elder Law Foundation. A member of the editorial advisory board of Exceptional Parent magazine, Mr. Krooks serves on the board of directors and volunteers his time to a number of organizations in the disability community. The law firm of Littman Krooks has offices in New York City, White Plains, and Fishkill.

Ellen Ball Nalven, M. Ed, Executive Director, Planned Lifetime Assistance Network (PLAN/NJ). Ellen’s 30 years of employment experience encompasses working with individuals with a variety of disabilities including developmental disabilities, deafness and severe mental illness. Ellen is on the executive committee of the NJ Division of Vocational Rehabilitation Services, State Rehabilitation Council, and is board member and first president of the NJ Association of Persons in Supported Employment.