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Special Needs Trusts & STABLE Accounts

Lunch & Learn with Jennifer L. Wright
3.11.2020 | 11:30 AM - 1:00 PM
3201 South Berry Road

About The Event

  • In this Lunch & Learn, we will go over hard-hitting questions, including:
  • When is special needs planning appropriate?
  • What are the different types of special needs trusts?
  • Guest Speaker Ellyn Novak Hefner, ChSNC will discuss the STABLE Account and how it works with a special needs trust.

The Speakers

Jennifer_Wright_2_sm
Jennifer Wright
Senior Attorney, Ball Morse Lowe
Ellyn Novak Hefner, ChSNC  Special Care Planner
Ellyn Hefner
Special Care Planner

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The Venue

Ball Morse Lowe - Norman

3201 S Berry Rd. Norman OK 73072