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Planning for Loved Ones with Special Needs – McDowall Cotter San Mateo 9/4/2019 12pm

September 4 @ 12:00 pm - 1:15 pm

Join us on Wednesday, September 4th, 2019 from 12pm to 1:15pm for a Planning for a Loved One with Special Needs seminar at McDowall Cotter San Mateo located at 2070 Pioneer Court, San Mateo. McDowall Cotter will be offering 1.25 CE credits for CPA’s and 1.5 CE credits for CFP’s for in-person attendees only. 

During this seminar, our lawyers will discuss the importance of planning for a loved one with special needs as well as critical aspects such as public benefits, medical assistance, creating a special needs trust and the different options available to your loved one. At McDowall Cotter, we offer decades of experience with wealth preservation and estate planning and a commitment to the kind of rigorous ongoing education that guarantees its integrity and success. If you are based in the San Francisco Peninsula, South Bay, Alameda County, or San Francisco Bay Area, please feel free to join us for our educational and informative workshop. This event is your chance to meet our attorneys and learn how to prepare and plan for your loved one with special needs.

To register for our in-person event, please click or share our link: https://planning-for-a-loved-one-with-special-needs.eventbrite.com

If you cannot make this event, feel free to register for our webinar here

Your Organizer

McDowall Cotter Attorneys San Mateo

McDowall Cotter’s chief objective is to deliver exemplary legal services that are personalized, effective, and efficient. Legal matters can be confusing and intimidating; we make it our business to provide clients with the assistance they need to understand the law and with the services they desire to make it work for them.

McDowall Cotter provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation.

We pride ourselves on our knowledge, experience, commitment and compassion. We strive, for every client and under every circumstance, to conduct ourselves in ways that combine the care and creativity that make us excellent wealth preservation planners with the determination, teamwork and attention to detail that explain our enduring success as business counselors and litigators.

Check our website at: http://www.mcdlawyers.net/

For more information about our services, contact us at:
2070 Pioneer Court
San Mateo, CA 94403
Tel 650-572-7933
Fax 650-572-0834

Mountain View – Satellite Office
800 W El Camino Real, Suite 180,
Mountain View, CA 9040

Details

Date:
September 4
Time:
12:00 pm - 1:15 pm
Event Categories:
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Event Tags:
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Organizer

McDowall Cotter, APC
Phone:
650-572-7933
Website:
http://www.mcdlawyers.net

Venue

McDowall Cotter, APC
2070 Pioneer Court
San Mateo, CA 94403 United States
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Phone:
650-572-7933