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Mon, 16 Nov, 2026 at 06:00 pm UTC-05:00

Beyond The Special Needs Trust

  • 305 N Cattlemen Rd, Sarasota, FL 34232, United States · Sarasota
Friends of the Haven Publisher / Host Friends of the Haven
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Beyond The Special Needs Trust
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Attorney (and Haven Parent) Jim McCarten will be back to present Beyond the Special Needs Trust. The presentation will cover Special Needs Trust essentials, family roles and trustees, funding strategies, and important income and estate tax considerations.
This meeting will be held OFF CAMPUS at the Homewood Suites, just up the street in the UTC Mall area.
Everyone is welcome and encouraged to attend, regardless of any affiliation with The Haven. Space is limited so you must RSVP to [email protected] to ensure your spot. The spots will go quickly and we expect this to be a full house. Since this event is held off campus, we won't be able to provide child care.
Can't make it in person? No problem! Join by Zoom:
Community Haven is inviting you to a scheduled Zoom meeting.
Join Zoom Meeting
https://us06web.zoom.us/j/89165547901?pwd=nQUiNzbyKt6duO9QNRxjaXCMQCKupc.1
Join and take notes
https://us06web.zoom.us/j/89165547901?pwd=nQUiNzbyKt6duO9QNRxjaXCMQCKupc.1&mynotes=on
Meeting chat link
https://us06web.zoom.us/launch/jc/89165547901
Meeting ID: 891 6554 7901
Passcode: 326975
One tap mobile
+13052241968,,89165547901#,,,,326975# US
+19292056099,,89165547901#,,,,326975# US (New York)
Join by SIP
• [email protected]
Join instructions
https://us06web.zoom.us/meetings/89165547901/invitations?signature=ii2aCVqm_i579cbKDbMKpNvUIlq56W7vegHCs20noyA
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Event venue

305 N Cattlemen Rd, Sarasota, FL 34232, United States

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