Special Needs Trust and Financial Planning with MetLife & Family Attorney


Item Number: 273

Time Left: CLOSED

Value: $2,500

Online Close: May 10, 2010 8:00 PM PDT

Bid History: 7 bids - Item Sold!

Description

Planning for your child's future is extremely important for any parent. With a special needs child, it is paramount as you need to plan for the days when you are no longer available to be your child's primary caregiver.


Let Helen Kim Bass put your mind to rest. Helen is a Certified Senior Advisor with New England Financial, one of the largest financial instutions in Los Angeles. Helen's diverse experience, education, and skill allow her to provide superior investment and insurance support. Helen serves as a specialist in California, Nevada, and Arizona at MetDESK, MetLife's Division of Estate Planning for Special Kids, a resource to families with special needs children. Helen's dedication to the special needs community stems from having her youngest child experience a traumatic brain injury in 1986.


This package will include one special needs legal trust document and one special needs financial plan, totaling 10 hours of service, with Helen and Melissa Peterson,a California licensed Special Needs Attorney working together.


This wonderful donation is made possible by Gerald Kane, who has a child at the Help Group in Sherman Oaks.


http://www.hkbass.com/

Special Instructions

Additonal legal services such as wills and living trusts are not included, but may be required to complete a full life plan.


This offer expires in March 2011.


All auction winners are responsible for picking-up their won items at Village Glen West School Open House on May 12th, 2010 between 6PM - 9PM, or anytime during normal school hours after this date. Other times and dates for pick-up can be made by special advance appointment. Any item which is not picked up by Tuesday, June 1st, 2010 will be considered abandoned and will be released back to the school for future auction. No refunds will be made for items that are abandoned or not picked-up by Tuesday, June 1st, 2010.


 If the winner prefers an item to be shipped, please contact Terry Whiteside at wytside@pacbell.net. Packing and shipping costs are the responsibility of the winner and will be charged in addition to the winning bid amount.


Village Glen West School 4160 Grandview Blvd. Los Angeles CA 90066 (310) 751-1101


 


 

Donated by

Helen Kim Bass
Melissa Peterson, Esquire