Announcements
South Bay Special Needs Planning Seminar
May 20, 2009
7:00 pm
Knob Hill Community Center
320 Knob Hill
Redondo Beach, CA 90277
RSVP for this event
We are very excited about the opportunity to share our love of
special needs planning with parents, grandparents, and others concerned
about the special needs of loved ones in their lives. We will be
discussing the basics of special needs planning, creating a letter of
intent, government benefits, and special needs trusts.
This event is free and open to the public. Beverages and refreshments will be served.
Presented by:
Cynthia R. Pollock, Attorney at Law
Scott Gilbert, Special Care Planner, MassMututal Financial Group
Cynthia Pacheco, Special Care Planner, MassMututal Financial Group
Agenda:
7:00-7:15: Easter Seals - Living With Autism Study
Scott Gilbert and Cynthia Pacheco, MassMututal Financial Group
MassMutual
and its SpecialCare program, in collaboration with Easter Seals,
conducted one of the first national surveys of families and individuals
living with ASD. Results of the study were released nationally in
December 2008.
7:15-7:30: Basics of Special Needs Planning, Creating a Letter of Intent
Scott Gilbert and Cynthia Pacheco, MassMututal Financial Group
Scott
Gilbert and Cynthia Pacheco will be discussing the basics of special
needs planning and creating a letter of intent to leave explicit and
specific instructions that would familiarize anyone with the special
needs individual.
7:30-8:00: Special Needs Trusts
Cynthia R. Pollock, Attorney at Law
Cynthia
R. Pollock will be discussing the basics of special needs trusts, and
how they can help an individual with special needs receive gifts,
inheritances, lawsuit settlements, or other other funds without
jeopardizing his or her public benefits.
About Cynthia R. Pollock: Ms. Pollock graduated
from Loyola Law School and has been a practicing attorney since 1991.
Over half of her practice is devoted to special needs trusts and
special needs trust issues. She has a passion for the disabled and
disenfranchised, and is dedicated to the caring and professional
practice of law.
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