o Topic: “Top 10 Considerations Professionals Must Know When Assisting Families with Special Needs”

o Date: Thursday, December 9th, 2021

o Host/Moderator: Jonathan I. Shenkman, AIF®, Associate Director of Investments/Financial Advisor - Oppenheimer & Co. Inc.

o Speaker: Amy C. O'Hara, Esq., Partner, Littman Krooks LLP

o Seminar Description: As professionals we often encounter families who have loved ones with disabilities, whether it is physical, cognitive, or mental health. There are many complex legal and governmental issues surrounding planning for someone with disabilities. Proper planning is critical in protecting these individuals. Amy will highlight ten considerations every professional should be aware of when helping families who have loved ones with disabilities.

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