Marriott Wardman Park Hotel
2660 Woodley Rd NW
Washington D.C.
Brian will be speaking from 1:30 p.m. – 4:00 p.m. (specifics listed below)
ESTATE PLANNING SEMINAR
This presentation by members of the Special Needs Alliance will address key features of estate planning, including planned giving and the use and funding of Special Needs Trusts. The panel will share specific case examples relevant to NAMI families, including the set-ups and strategies that are appropriate for families living with mental illness.
Stephen W. Dale, J.D., LL.M., Attorney at Law, The Dale Law Firm, PC, Pacheco, Calif.
Mary E. O’Byrne, M.B.A., J.D., Partner, Frank, Frank & Scherr, LLC. Lutherville, Md.
Brian N. Rubin, J.D. Attorney, Rubin Law, A Professional Corporation, Buffalo Grove, Ill.
Moderator: Emily Tracy, Development Director, NAMI, Arlington, Va.
