Silicon Valley FPA Brown Bag Lunch Event

Note:  Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend.   FPA members from other chapters are welcome to attend as well as guests of FPA members.

Date:  Friday, Oct 21st, 2011
Time:  12:00 noon to 1:30 pm
Location:  San Jose, CA (Rose Garden Area)
Cost:  $10
Title:  Special Needs Trusts and Conservatorship:  What You Need to Know
Speaker:  Ann Marshall Robbeloth, JD/MSW

Ann will briefly address the two basic estate planning resources available to special needs families.  Special Needs Trusts function differently than traditional estate planning vehicles, and are a crucial component of planning undertaken by a parent of a special needs child.  These trusts can allow for government benefits to be obtained, while assets are set aside to assist with other needs that cannot be met by these benefits.  Conservatorship is a method for parents to both protect and assist their children.  Families often seek Conservatorship in order to strengthen their ability to advocate for a special needs family member.   A brief presentation on these topics will be followed by Q&A.

Speaker Bio:

Ann Marshall Robbeloth, JD/MSW, has been working in the fields of Estate Planning, Conservatorship and Elder Law since the mid-90’s. Ann earned her BS in Political Science and Psychology from Santa Clara University and her JD and Master of Social Work from Tulane University.   Ann is a frequent speaker at Bay Area events, and recently coordinated with a number of local financial planners to provide education on ways they can aid their clients to avoid court involvement and plan for transitions within families. Working with her clients, Ann plans for their immediate and long-term security. With an educational approach, she uses her legal and cooperative family skills to facilitate informed decision making. She supports families with wealth planning, incapacity, special needs and elder care. Ann is an active member of the State Bar of California and the Silicon Valley Bar Association. She supports HOPE Services and the Alzheimer’s Association. Ann, her husband and son live in San Jose, where they enjoy hiking and gardening.

Seating is limited.   To reserve your seat, please RSVP early to Cynthia Riley at CynJRiles@aol.com A $10 fee will be collected at the door.