Date
Friday, July 31, 2026
Time
1:15 PM - 2:00 PM (MDT)
Name
Estate Planning Essentials and Guardianship/Conservatorship Options Session 🔁🎟️
Description

This session is a part of the Future Care Planning Series and focuses on the necessity of comprehensive estate planning, guardianship, and conservatorship tailored for the special needs community.

How to prepare for this session:

  1. Register via the Portal. Password:ASF2026
  2. Complete the Kick-Off Survey
  3. Watch the Estate Planning Essentials and Guardianship/Conservatorship Webinar
  4. What to bring for this session (Electronic or Printed):
    1. Estate Planning How-To Guide
    2. Attorney Worksheet
    3. Dream Team Worksheet How-To Guide
    4. Dream Team Worksheet

Focuses on the necessity of comprehensive estate planning, guardianship, and conservatorship tailored for the special needs community. This session is a part of the Future Care Planning Series.

Session Disclaimer

Enroll in the Future Care Planning Series:

  1. Register via the Portal. Password:ASF2026
  2. Complete the Kick-Off Survey
  3. Review description for specific materials to prepare and bring to workshop
Location Name
Homestead 2
Speakers
Mary Anne Ehlert, Protected Tomorrows
Mallory Moreno, Chuhak & Tecson
Moderator(s)
Mary Anne Ehlert
Session Materials
View Material(s)
Session Type
Breakout Session