Nurses; Educators and School Administrators; Physicians; Allied Health Care Professionals; Families and Caregivers. Others: Institutions Serving the MR/DD Population: State and Privately-held Facilities; Military Healthcare Personnel.
Join EPLiveOnline and Merrill Lynch
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).
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
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.
Registration
There is no registration fee to participate in this program.
