Join us for a free, live in-person seminar:

Estate Planning for Special Needs Families

When: Thursday, May 12th at 5pm

Where: Library 21c, ENT room (2nd floor)
1175 Chapel Hills Dr, Colorado Springs, CO 80920
Special Needs Beneficiary Special Needs Trust
Special Needs Beneficiary Special Needs Trust

Protect Your Children

If you want to ensure your child or other beneficiary will get the most benefit out of an inheritance from you without losing necessary public assistance, there are important steps you need to take now. Join us to learn how to create a trust that will ensure your child will continue to get the care they need.

Learn how to:

Avoid getting disqualified for public assistance

Provide for your child

Ensure their inheritance lasts

Hosted by Kelly Law Firm’s Cristyn Kelly and Country Financial’s Matt Powell

Give Your Child What They Need

Even with the best intentions, without the right kind of protection, your child is at risk of losing their inheritance, losing public assistance, or both. We’ll show you exactly how to build a trust to protect your child’s future care.

 

We’ll show you:

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How to allow your child to remain on Medicaid

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Best practices for creating a trust

The strategy you need to ensure continuity of care

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Funding strategies

“Cristyn was extremely helpful and knowledgeable. Although very necessary I was dreading this process; however, Cristyn not only made it easy but also explained things to me in a way that helped me make the right decisions. I wish I could give ten stars.”

-Michelle

Meet Your Co-Presenter:

Cristyn Kelly, Esq.

Cristyn is devoted to helping families make a plan for the future that will protect what they love best. With extensive experience with estate and probate law, she’s excited to share what she’s learned to help preserve family relationships and help parents have peace of mind that their children will be taken care of, even after they’re gone.

Cristyn attended the University of Denver Sturm College of Law and spends her free time playing board games or taking family trips with her two children.

Child smiling about a will and trust
Child smiling about a will and trust

Meet Your Co-Presenter:

Matt Powell, CFP

Matt joined COUNTRY Financial in 2005. He graduated with a degree in business from Olivet Nazarene University and received his Certified Financial Planner™ and Chartered Financial Consultant® designation via study with the American College. Matt currently lives in Itasca with his wife Heather and his sons Izaiah, Jude, and Zion. Matt enjoys spending time with his family and is very active in his church and supporting missions related to Haiti. Matt’s hobbies include surfing, Ultimate Frisbee, and roasting coffee.

“Cristyn’s knowledgeable beyond description, but has a wonderful ability to translate legal information into easily understood language for the uninitiated; all while treating us like family.”

-Barry

The Seminar is Free, But the Information is Priceless.

Learn the steps you can take to safeguard your family. Register below.

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