Large Firm Service. Small Firm Attention.

Posted February 15, 2022
As professionals we often encounter families who have loved ones with disabilities, whether it is physical, cognitive, or mental health. There are many complex legal and governmental issues surrounding planning for someone with disabilities. Proper planning is critical in protecting these individuals. Amy will highlight ten considerations every professional should be aware of when helping families who have loved ones with disabilities. Host: Jonathan I. Shenkman, AIF®, Associate Director of Investments/Financial Advisor – Oppenheimer & Co. Inc. Speaker: Amy C. O’Hara, Esq., Partner, Littman Krooks LLP