FRIDAY, November 13, 2026

Special Needs Planning and Charitable Giving

Take a journey with Elder Law Attorney Ted Wolfendale as he helps families navigate the unique challenges of estate planning when a child or loved one has special needs. Learn how to protect a disabled beneficiary through special needs trusts, ABLE accounts, and thoughtful financial planning while preserving eligibility for important government benefits.

This presentation will explore practical strategies for providing long-term care and financial security for a special needs child, coordinating charitable gifts, and ensuring that the family's broader legacy passes according to their wishes. Attendees will gain valuable insight into balancing the needs of a disabled beneficiary with the inheritance goals of other children and future generations.

**NEW VENUE **

Hilton Garden Inn Fort Myers
12600 University Dr, Fort Myers, FL 33907
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SPEAKER: Theodore Wolfendale, Esq.

Ted Wolfendale, Esq. received his Juris Doctorate degree from Stetson University College of Law in May of 1988. He began practicing law immediately upon graduation working as an Assistant State Attorney for the State of Florida. He began his private practice shortly thereafter in 1990. His thirty-five-year legal career has been devoted to tirelessly working to advocate for his clients to help resolve their many and varied legal dilemmas. FULL BIO

Agenda:

11:15 a.m. to 12:00 p.m. - Networking

12:00 - Plated Lunch begins**

12:15 p.m. -1:00 p.m. - Presentation

*Networking will begin at 11:15 a.m., with lunch service starting at 12:00 p.m. The presentation will begin promptly at 12:15 p.m.

Member RSVP: No fee

Non-Member & Guest RSVP: $45

LEGACY LEADER SPONSOR

COLLABORATORY

Since 1976, Collaboratory has partnered with donors to distribute more than $132M to the community. We are committed to bringing Southwest Florida together to solve all of our major social problems by 2040. Achieving this mission will require us to align impact to change systems which will improve regional outcomes.

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Planned Giving Council of Lee County, Inc. | 4600 Summerlin Road Suite C2-478 | Fort Myers, FL 33919 US

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