Estate Planning for Loved Ones with Special Needs

Join us for an empowering evening with Bhavik Patel, a nationally recognized expert in special needs planning. As CEO and Managing Partner at Sandberg Phoenix, Bhavik brings years of experience helping families secure the long-term well-being of their loved ones with developmental disabilities.

This informative session will guide families through the essentials of special needs trusts, guardianships, and conservatorships. Bhavik will share valuable strategies to ensure your loved one’s care and quality of life are protected without jeopardizing access to vital public benefits. Whether you’re just starting the planning process or looking to refine your current strategy, this evening will provide clarity and confidence as you plan for the future.

Light refreshments will be served, and there will be time for questions and conversation following the presentation. All are welcome—this event is especially recommended for families navigating transition planning after high school.