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Creating an Estate Plan to Protect a Disabled Loved One

Creating an Estate Plan to Protect a Disabled Loved One

Monday, March 19  7:00 p.m. – 8:30 p.m.

Learn about:

  • Establishing a special needs trust as part of an estate plan.
  • Preserving assets for a person with a mental illness.
  • Enabling a person with a mental illness to receive supplemental financial assistance while remaining eligible for public assistance.
  • Understanding ABLE accounts, including how to open and fund one.
  • Identifying the requirements for a trustee, including information on the Proxy Parents Foundation of PLAN of California.

Speaker: Baron L. Miller is an attorney in San Francisco who specializes in planning estates for families of persons with mental illness, and is a frequent writer and presenter on the subject. He has a 43-year-old daughter with schizophrenia, he is a long-time member of NAMI-SF, and he has been serving on the Board of Directors of PLAN of California for many years.


San Rafael Corporate Center
750 Lindaro St.
(The building nearest Andersen Dr., between 2nd St. and Andersen Dr.)
Meeting room is off the lobby.
Free parking lot (after 6pm) on west side of street.

Free and Open to the Public