SNA Members to Speak at NAMI Convention

SNA members Stephen W. Dale, Robert Fleming, and Brian N. Rubin will discuss “Special Needs Trusts and Other Savings Tools” on Thursday, July 9, during NAMI’s (National Alliance on Mental Illness) 2015 National Convention in San Francisco. They will explain how to create an estate plan for a family member living with mental illness, including how to select a trustee and the role of guardianships and powers of attorney. They will also address situations in which the new ABLE accounts may be used as savings tools for individuals receiving public benefits.