About the presentation: This presentation will cover the following topics 1) Who is an individual with special needs? 2) Why do they need specific planning? 3) What are those planning tools? 4) What are the financial tools necessary to assist in funding care?
Speaker: Melissa Donovan, Certified Elder Law Attorney Certified by the National Elder Law Foundation as accredited by the Texas Board of Legal Specialization Texas Trust Law (formerly The Wiewel Law Firm)
Melissa Donovan is the Director of Elder Law and Special Needs Planning at Texas Trust Law, formerly known as The Wiewel Law Firm. Originally from Massachusetts, Melissa earned her bachelor’s degree from Salve Regina University in Newport, Rhode Island before earning her law degree from New Law Boston.
Licensed by the Supreme Court of the United States and the Supreme Court of Texas, Melissa is a Certified Elder Law Attorney and member of the Austin Bar Association, the National Association of Elder Law Attorneys, and the Estate Planning and Probate Section of the Austin Bar Association.
Melissa focuses her practice on helping individuals strategize for their future, and the future of their family, through focused and customized estate planning. Additionally, Melissa works with clients on special needs planning – helping individuals properly plan their estate to care for disabled loved ones.
Melissa is also a frequent speaker at professional conferences for advisors on legal issues related to special needs planning, Medicaid, Medicare, Guardianship, and long-term care planning.
An animal lover and Broadway enthusiast, Melissa enjoys spending her spare time with her husband and three dogs, taking in any musical she can, and cheering on her two favorite teams – the New England Patriots and the Texas Stars!
Questions: Contact Sarah at admin@austinfpa.org.