Join us for a free, live in-person seminar:
Estate Planning for Special Needs Families
When: Thursday, May 12th at 5pm
1175 Chapel Hills Dr, Colorado Springs, CO 80920
Protect Your Children
If you want to ensure your child or other beneficiary will get the most benefit out of an inheritance from you without losing necessary public assistance, there are important steps you need to take now. Join us to learn how to create a trust that will ensure your child will continue to get the care they need.
Learn how to:
Avoid getting disqualified for public assistance
Provide for your child
Ensure their inheritance lasts
Hosted by Axis Law Group’s Cristyn Kelly and Country Financial’s Matt Powell
Give Your Child What They Need
Even with the best intentions, without the right kind of protection, your child is at risk of losing their inheritance, losing public assistance, or both. We’ll show you exactly how to build a trust to protect your child’s future care.
We’ll show you:
How to allow your child to remain on Medicaid
Best practices for creating a trust
The strategy you need to ensure continuity of care
Funding strategies
“Cristyn was extremely helpful and knowledgeable. Although very necessary I was dreading this process; however, Cristyn not only made it easy but also explained things to me in a way that helped me make the right decisions. I wish I could give ten stars.”
-Michelle
Meet Your Co-Presenter:
Cristyn Kelly, Esq.
Cristyn is devoted to helping families make a plan for the future that will protect what they love best. With extensive experience with estate and probate law, she’s excited to share what she’s learned to help preserve family relationships and help parents have peace of mind that their children will be taken care of, even after they’re gone.
Cristyn attended the University of Denver Sturm College of Law and spends her free time playing board games or taking family trips with her two children.
Meet Your Co-Presenter:
Matt Powell, CFP
“Cristyn’s knowledgeable beyond description, but has a wonderful ability to translate legal information into easily understood language for the uninitiated; all while treating us like family.”
-Barry