Estate Planning Seminar in Columbus

[Guest guest]

Dear Friend of ASO:

Information on an estate planning seminar in the Columbus area. FYI - please share.

Sincerely,

Barbara C. YavorcikPresidentAutism Society of Ohio701 S. Main St.Akron, OH 44311(330) 376-0211fax: (330) 376-1226email: askASO@...home: byavorcik@...web: www.autismohio.org Please note: This is provided for information purposes only. The ASO does not endorse or recommend any providers, methodologies or services. Providing this information should not be construed as an endorsement by the ASO, either explicit or impiled.

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The Arc of Ohio is a partner with the Community Fund Management Foundation. They can assist you with the information your attorney will need in developing an Estate Plan. www.cfmf.org

Financial & Estate Planning for Special Needs

Sponsored by Step By Step Academy

Thursday, May 18, 2006

7:00-9:00pm

at Central Ohio SERRC

470 Glenmont Avenue,

Columbus 43214

This FREE presentation brings together a unique, comprehensive combination of expertise utilizing an attorney, a financial planner and a family care planning firm for special needs.

Please join us for information about how parents can successfully accomplish future planning for their child with special needs. In addition to discussing financial and estate planning issues and strategies, topics include:

Projecting Future Costs for Assessed Needs

5 Specific Trust options such as Support Trusts and Medicaid Payback Trusts

Funding the Right Trust with the Right Assets

How to Title Assets to Prevent Accidental Medicaid/SSI Disqualification

Charitable Gifting Strategies

Professional Medical and Long Term Care Planning

Presented by:

A. Groeber, an Attorney with Kagay, Albert, Diehl & Groeber, specializing in Estate Planning, Taxation and Trusts, among other areas

Ann Koerner, President and managing partner of The Company — a firm dedicated to providing Family Care planning for attorneys and financial planners who specialize in Trust, Financial and Estate Planning for clients with Special Needs

J. , CERTIFIED FINANCIAL PLANNERâ„¢ and Partner with Columbus Financial Partners, specializing in helping people build, protect and transfer wealth by utilizing sound financial planning processes

This

Presentation

Is

FREE!

Please R.S.V.P. by May 12th at 614-273-0630

Space is Limited