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Lunch and Learn: Special Needs Planning - Protecting Your New Adult

Lunch and Learn: Special Needs Planning - Protecting Your New Adult

October 21, 2020

12 PM (PT)


For Parents, Grandparents and Caregivers

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:

  • 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 is a special needs trust and whether it’s necessary
  • What is a conservatorship, and what are the alternatives
  • ABLE accounts and how to use them

Free Resources


I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.

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