Past EnGaged Services event

Please join Engaged Services for a discussion with Valerie M. Logsdon about planning for a Loved one with Special Needs.

• When - Thursday, August 24th 2023 @ 4pm

• Where - The community room at Hospice of the Foothills, 11270 Rough and Ready Hwy, Grass Valley

  • First, what are the essential Estate Planning documents?

  • Who needs a Trust vs. Will?

  • Why does it matter?

  • What happens to Special Needs children who receive an inheritance without planning?

  • What is a Special Needs Trust?

  • What are the types of Special Needs Trusts?

    • First Party

    • Second Party

Time for Questions and Answers