For updated COVID-19 precautions and FAQs, please click here for more information.
[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

I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.
Susan