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Trust Planning for those with Special Needs

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2024 Special Needs Planning Symposium in Napa, California.

Carmel & Naccasha Wills, Trusts & Estate Planning C&N Partner attorney Stephanie Barclay recently participated in the 2024 Special Needs Planning Symposium in Napa, California. The Symposium, spanning three days, is devoted to educating professionals who plan for individuals with disabilities and managing special needs trusts. Speakers included a panel of distinguished experts who addressed topics including special needs planning, Special Needs Trust administration, and advocacy for persons with disabilities.

Should you have questions concerning estate planning for someone with special needs, please contact Stephanie Barclay directly at sbarclay@carnaclaw.com or call Carmel & Naccasha at (805) 546-8785.

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