[tri-med] Special Needs Planning - Exceptional Parent

       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

        a.. Live, one-way audio/video streamed with e-mail chat

        b.. Archived (viewed online after the event)

      Our panel of experts will: 

        a.. Explore the team approach to special needs planning 

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

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

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

       Registration: ( click here to register ) 
      There is no registration fee to participate in this program.   
     
       
      Who Should Attend: 

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

        b.. 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. 

     

                  Building ___ooOOoo__ Rainbows
                       www.trisomyonline.org
                  Families Helping Families On-line

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