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Special Need Estate Planning Education Seminar

  • St. John's United Church of Christ 1000 South Rolling Road Catonsville, MD, 21228 United States (map)

Light dinner is served at 6:30pm. Presentation begins promptly at 7pm.

We are meeting in the Fellowship Hall, which is directly accessible through the side door by the playground. Free parking.

It is never too early or too late to learn about special needs estate planning. In this seminar, we'll answer these questions and more:

  • How does wealth transfer affect your child's eligibility to receive government benefit?
  • What can Special Needs Trust provide? 
  • How to fund a Special Needs Trust?
  • What is a Letter of Intent?
  • How to start the planning process?

This seminar is presented by Frank Campbell of Holden & Campbell, Attorneys At Law, and M & T Bank.

Speaker Bio: Frank is admitted to practice law before the Bars of New York, Maryland, and Virginia. In addition to his law degree, Frank has earned Master of Laws in Taxation (LLM). He focuses his entire practice in the areas of Estate Planning and Administration, including the use of trusts and other entities for probate avoidance, estate and gift tax savings and planned giving strategies. He has served as a lecturer to the Maryland State Bar Association and the Anne Arundel County Bar Association. Mr. Campbell began his legal career as a Judge Advocate in the United States Marine Corps. Immediately, prior to associating with Holden & Campbell, Mr. Campbell served as the General Counsel for the Special Inspector General for Iraq Reconstruction, an agency designated to oversee and report to Congress on the reconstruction of Iraq. Frank serves on the Board of the Anne Arundel Community College Foundation and serves as the chairman of the Anne Arundel Medical Center Charitable Gift Planning Advisory Committee.

For additional information or questions, please contact Yvonne at yhucotto@hotmail.com.

Eventbrite - Special Need Estate Planning Education Seminar