Special Assistance Network attends course on Qualitative Estate Planning

The Special Assistance Network was pleased to attend a course on Qualitative Estate Planning sponsored by Law Practice CLE-Innovative Digital Education. The course discussed the core concepts of a qualitative estate plan such as family wealth and keeping and protecting such wealth in the family. It was a guide for Trustees, Beneficiaries, Advisors and Protectors. There was much discussion on the various types of trusts that can be beneficial for individuals in a family that may need protection from outsiders and adverse family members. This information was helpful in advising our clients with Special Needs and the individual dynamics that occur in many families that the Special Assistance Network advises.