Special Needs Estate Planning in Somerset

The Arc of Somerset / Special Needs Estate Planning

Creating an Estate Plan for children / adults with special needs

Sponsor: The Arc of Somerset County

Presenter: John Zajac

Cost: Free

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Sponsored By The Arc Of Somerset County

Attend This Workshop And Learn:

Why Estate Planning is so Critical for Families with Special Need members
Differences and Similarities between a Special Needs and Traditional Estate Plans
3 Basic Estate Plan Options to ensure Financial Security for your Special Need loved one
The 5 Fundamental Estate Planning documents every Special Needs Family must have

Impact Federal, State, Gift and Inheritance Tax may have on your Special Needs Estate Plan
Opportunities to reduce estate tax liability while achieving Philanthropic Goals
Estate distribution techniques, including wills, trusts, and charitable giving
Actionable next steps to secure a plan that protects your assets and your loved ones

Why Attend This Workshop

No matter your child's age, families with special needs children must exercise extra care in making their estate plans.

By not having a proper estate plan you are potentially disqualifying your special needs child from receiving public benefits.

Join us for this educational workshop where we’ll focus on creating an estate planning that will enrich the life of your special needs child all while maintaining the child's enrollment in essential public benefits programs.

There is no cost to attend and you can submit questions! Just register with one of the available dates...

About Our Guest Speaker:

John Zajac is the managing partner of a boutique Estate Planning practice located in Somerset County. As a lifelong resident of New Jersey, John has a renewed focus on serving those individuals right here in his community.

His practice focuses on the unique needs of special needs families by looking at an individual’s entire family in material, emotional and social terms.

With over 20 years of legal experience John helps families with long term care planning; reducing taxes; and business succession planning but his real passion is helping families that have children with special needs.

If you have any questions before the workshop feel free to reach out to John directly on LinkedIn.

John Zajac of Somerset County

The information presented at this workshop is intended for general purposes only and does not constitute legal advice. You should contact your attorney to obtain advice with respect to any particular legal matter.