IN-PERSON IS CANCELED - (NOW TO BE HELD VIRTUALLY ONLY) - Special Needs Planning & LTC Insurance (two topics in one luncheon)

Date: Tuesday, January 11, 2022
Time: 11:45am - 1:30pm
Location: Alberto's Ristorante
Speaker: Scott Scales & Jack Gates, both of Rockland Trust

Scott Scales & Jack Gates, both of Rockland Trust, will speak to us about special needs planning and long-term care insurance. Scott Scales will begin by speaking about special needs trusts, and Jack Gates will then speak about funding special needs trusts with life insurance as well as the current market for long-term care insurance. 

At this time, we plan to offer both in-person and virtual options for this presentation.

Scott Scales

Vice President & Relationship Manager
Services Offered: Relationship Management

Scott Scales is a Vice President and Relationship Manager and has been with Rockland Trust since 2018. Scott is responsible for the primary oversight of the account administration and helping clients reach their short- and long-term financial goals through detailed financial planning, wealth management, and estate planning analysis.

Scott has worked in the investment management industry since 1987. Prior to joining Rockland Trust, Scott held positions at The Milford National Bank and Trust Company Wealth Management group, as well as Citizens Investment Management Services and Trust Officer at New England Trust Company. He received a BA from Campbell University in Trust Management. 

Scott is a member of the Bristol County Estate Planning Council, Board of Directors for Milford Area Chamber of Commerce, Board of Directors for the Arc of Bristol County, the United Regional Chamber of Commerce, and member of Academy of Special Needs Planners. Scott resides in Attleboro, MA with his family.

Jack Gates

Advanced Insurance Specialist
Services Offered: Advanced Planning and Wealth Insurance Advising

Jack Gates is the advanced insurance specialist, and has been with Rockland Trust since 2017. Jack is responsible for providing advanced planning strategies and insurance advisory services to high net worth clients, corporate executives, multi-generational families, and business owners. Jack focuses on areas such as estate and legacy planning, business succession planning, buy/sell agreements, charitable and family gifting, executive benefits, and supplemental retirement planning.

Jack has worked in the financial services industry since 1989. Prior to joining Rockland Trust, Jack worked for Northwestern Mutual Life for 16 years as an agent and “player coach,” both managing agents and personally producing. Additionally, he was founder of P&C LifePlans, Inc., an independent insurance brokerage firm, and worked for Highland Capital Brokerage working with institutional financial advisors and their key accounts to create tailored wealth transfer and estate liquidity programs.

Jack enjoys being involved in his community. He is a past President of Little League, selected to the Scituate Economic Development Commission, a member of School Council, and a youth sports coach. Jack lives in Scituate, MA, with his wife, Lisa, and their four children, Owen, Julia, Harry, and Henry.


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