OBA Trusts & Estates Law PROGRAM | 12:00 PM to 2:00 PM

This program is also part of the 2019-2020 Trusts and Estates Planners Passport Series.

Estate planning for people with disabilities raises special considerations. Are you familiar with the planning techniques necessary to safeguard your client’s interests? Our faculty covers the tools you should use when planning for the parent or legal guardian caring for a disabled person, particularly those with a mental disability, as well as those used to plan for clients with disabilities themselves. Attend this program to refine your knowledge of the issues involved in this area of specialized estate planning.

PROGRAM CHAIRS

Kathryn Balter, Fogler Rubinoff LLP
Emily Hubling, Fasken Martineau DuMoulin LLP

PROGRAM SPEAKERS

Elizabeth Bozek, BMO Private Wealth
Ron Malis, Financial Advisor
Audrey Miller, Elder Caring

Legislative Update

Demetre Vasilounis Fasken Martineau DuMoulin LLP