Dermody, Burke & Brown, CPAs, LLC

Special Needs Planning Tools

Date: Thursday, January 21, 2027
Time: 11:45am - 1:00pm
Location: hybrid

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Thurday, January 21, 2027

Location: CNY Community Foundation Ballroom & Zoom

Time 11:45 am - 1:00 pm

Speaker: April Wise, JD, AEP

 

Topic: Special Needs Planning Tools

 

April Wise is attorney with Balch & Bingham, LLP who practices in the area of estate and tax planning, estate and trust administration, and special needs planning and settlement planning. April also handles other probate court matters including guardianships, conservatorships, and adoptions. In coordination with her estate planning practice, she assists business owners with corporate and business matters as well. April received her bachelor’s degree in accounting, cum laude, from Auburn University in 2004 and her juris doctor, magna cum laude, from Cumberland School of Law in 2008. She is a designated Accredited Estate Planner® by the National Association of Estate Planners & Councils. In addition to the practice of law, April has served as an adjunct professor at Auburn University Montgomery where she taught estate planning to upper-level undergraduate students and graduate students. April actively serves in her local Rotary Club, Estate Planning Councils, church, and community foundation, including serving as a National Board Member of the National Association of Estate Planners & Councils.

 

Join Zoom link: https://us02web.zoom.us/j/4710781827pwd=eUVpZDFRcklxNjRsNG9OcWk2MmRlZz09&omn=89193239227

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