We get tax information from CPA Robin Gordon that can help parents of children with disabilities. Also, joining in the discussion is Mark Friese, Vice President of the Special Needs Planning Group at Merrill Lynch. Robin is based in Northern VA and can be reached via her website at http://www.cgcocpas.com/robin_gordon.php [...]
We talk with Sara Weir, Vice President of Advocacy and Affiliate Relations of the National Downs Syndrome Society about advocacy efforts to get support for the Able Act. She and Mark Friese, Vice President of Merrill Lynch Special Needs Group will explain what the Able Act is and how it can help [...]
Join us to learn about pooled special needs trusts. Families with people with special needs need to set aside money to ensure the independence and quality of life of their family member with disability. Pooled special needs trusts is one such vehicle to accomplish this. We are joined by experts Yolanda Mazyck, Executive [...]
Listen to our engaging discussion with Gail Embt, founder of Kinergy Health, and Lauryn Sargent, founder of Stories Inherited. These dynamic women, along with Mark Friese, Vice President of Special Needs Planning at Merrill Lynch discuss how perserving your family disability story and records is an essential part of planning [...]
Setting up a special needs trust requires legal assistance. Join us as we speak with Mark Friese of Merrill Lynch and Attorney John Laster regarding special needs trusts and important legal considerations.
Join as in our discussion on funding techniques for a Special Needs Trust with Mark Friese, Vice President, Special Needs Group, Merrill Lynch. Correction: The sponsor of the ABLE Act (an acronym for Achieve a Better Life Experience) was incorrectly identified on this show. It was sponsored by U.S. Rep. Ander [...]
What are Microboards and how are they beneficial?