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[FREE RESOURCE]

Special Needs Planning - Protecting Your New Adult

Navigating the complicated world of special needs and disability planning in order to make the best decisions and prepare for the future is challenging.

Planning is critical to ensure that parents can stay in control, and access key benefits/resources that will be necessary to legally prepare for and ensure a smooth transition into adulthood and beyond.

When you join us for the workshop you will learn about:

  • How to ensure your child can live the lifestyle you envision for them if anything should happen to the parents
  • How to pass money to a child with a disability so they are not disqualified from receiving government benefits
  • Government benefits that can make a difference for your child
  • What a special needs trust is and whether it’s necessary
  • What a conservatorship is and what the alternatives are
  • ABLE accounts and how to use them

As Seen On

CLIENT Story

My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
Jon