Wills, Estate Planning and Guardianship Seminar

Planning for the Future changes the Present

This is a two part seminar limited to 15 families.

Where: Wake County Commons Building, 4011 Carya Drive, Raleigh, NC

Cost: $35 for one workshop; $60 for both Part 1 and Part 2

Those attending both parts also receive a free one year Associate Membership in Lifetime Connections ($25 value). This seminar is free to Lifetime Members and there is a 25% discount for Associate Members of Lifetime Connections.

Part 1: Wills and Estate Planning including Special Needs Trusts

Tuesday, June 2 6-8:30 p.m.

With Erica Ferranti and Walt Sheffield, Armor Trust Attorneys, www.armortrustattorneys.com.

Learn about:

Wills specific to the needs of a family member with a disability and inclusive of the needs of the whole family
All types of trusts including special needs trusts
The pros and cons of different people as trustee
How to fund the special needs trust
Things that are considered assets and can threaten government funding
How a house can be included in a trust

Part 2: Guardianship Options

Tuesday, June 9 6-8:30 p.m.

With Sally Abril, NC Guardianship Association, www.nc-guardian.org and Gail Dupre, Lifetime Connections of FIFNC.

Learn about:

Types of guardianship including limited guardianship
Who should be the guardian?
How to file for guardianship
Alternatives to guardianship
Rights retained with guardianship
Personal networks as an alternative or support to guardianship

Lifetime Membership provides families with access to a full range of information, consultative and network services. To determine whether Lifetime Membership is right for you and your family, or for more information on this seminar, contact call Cathi Drinkard at 919-571-8092 x416 or email Cathi.

First In Families of North Carolina | 524 S. Duke Street | Durham, NC 27701
919-251-8368 | email