NFAR MEN'S GROUP
June Meeting
Thursday, June 13, 2019
NFAR MEN'S GROUP
6:30 pm - 8:30 pm
**Filippi's Pizza Grotto
5353 Kearny Villa Rd
San Diego, CA 92123
Directions
Dinner: Pizza, Salad.
Dinner is provided
The Men’s Group is for dads, step dads, and granddads helping to raise a child with autism. We offer dinner, guest speakers and a chance to network with other men in a relaxed setting.
June Topic: "How to Keep Your Benefits while Saving - Able Accounts and Special Needs Trusts."
We will discuss the different planning and savings tools that are available to individuals who receive public benefits, including special needs trusts and ABLE Act Accounts. With a specific focus on the new ABLE Act, we will discuss the benefits of establishing an ABLE account and how ABLE accounts work independently as well as in conjunction with special needs trusts. You will get a comprehensive overview of the important benefits, differences, and applications of both special needs trusts and ABLE Act accounts.
Guest Speaker: Mary L. Waltari and A.J. Battaglia, Attorneys - Battaglia & Waltari
Mary Waltari, a graduate of University of San Diego Law School, is an estate planning attorney with a speciality in planning for individuals with disabilities. She enjoys helping clients through the process of planning for their families, and especially for those family members with special needs. She practices in estate planning, first and third party special needs trusts as well as conservatorships. She has lobbied in Washington, D.C. for legislation to allow greater access to special needs trusts for individuals. She has been active in promoting, coaching and volunteering for adaptive sports including adaptive soccer, wheelchair sports and adaptive horseback riding.
A.J. Battaglia began working at Battaglia & Waltari in June 2012, where he worked as a legal assistant for two years. A.J. then graduated from California Western School of Law in April 2017 and passed the California Bar Exam in November 2017. A.J. has been working at Battaglia & Waltari since August 2017 and has focused his areas of practice in special needs planning, public benefits law, and estate planning. Outside of work, A.J. enjoys biking, tennis, and playing golf as well as spending time with his family, especially his wife.
Both Mary and A.J. are members of the Special Needs Alliance, a select group of nationwide attorneys committed to helping individuals with disabilities and the families and professionals who serve them.
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