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Fri Nov 13 2026 at 11:15 am to 01:00 pm UTC-05:00

Special Needs Planning and Charitable Giving

  • 12600 University Dr, Fort Myers, FL 33907 · Fort Myers
The Planned Giving Council of Lee County, Inc. Publisher / Host The Planned Giving Council of Lee County, Inc.
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Special Needs Planning and Charitable Giving
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Take a journey with Elder Law Attorney Ted Wolfendale as he helps families navigate the unique challenges of estate planning when a child or loved one has special needs. Learn how to protect a disabled beneficiary through special needs trusts, ABLE accounts, and thoughtful financial planning while preserving eligibility for important government benefits.
This presentation will explore practical strategies for providing long-term care and financial security for a special needs child, coordinating charitable gifts, and ensuring that the family's broader legacy passes according to their wishes. Attendees will gain valuable insight into balancing the needs of a disabled beneficiary with the inheritance goals of other children and future generations.
**NEW VENUE **
Hilton Garden Inn Fort Myers
12600 University Dr, Fort Myers, FL 33907
Featured Speaker:
Theodore Wolfendale, Esq.
Friday, November 13, 2026
Agenda:
11:15 a.m. to 12:00 p.m. - Networking
12:00 - Plated Lunch begins**
12:15 p.m. -1:00 p.m. - Presentation​
*Networking will begin at 11:15 a.m., with lunch service starting at 12:00 p.m. The presentation will begin promptly at 12:15 p.m.​
**A vegetarian lunch option is available; please select your preference upon registering.
Member RSVP: No fee
Non-Member & Guest RSVP: $45
REGISTRATION IS REQUIRED
LEGACY LEADER SPONSOR: Collaboratory
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12600 University Dr, Fort Myers, FL 33907, United States

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