Protecting What Matters Most: Estate Planning for Families with Special Needs [online]

Every family with a special needs member faces a critical question: is it wiser to have a solid plan in place, or to leave the future in the hands of shifting family dynamics and an ever changing benefit system? The good news is that grandparents, parents and families have real options. With the right planning, both during their lifetime and as part of their legacy, family members can provide meaningful, lasting support for a child, grandchild or loved one with special needs without jeopardizing a single benefit or program that person currently receives.

This class is designed to show you how. We will walk through how to protect your assets while securing the future of your loved one, covering every type of asset whether tangible, income producing or otherwise. Most importantly, we will show you exactly how a special needs trust fits into your overall estate plan, what it can accomplish for your family, and the honest pros and cons you need to know before making any decisions.