Planning for the future of a loved one with special needs requires careful consideration and strategic decision-making. This introductory webinar will provide families and caregivers with a foundational understanding of special needs estate planning. Topics will include the basics of special needs trusts, protecting eligibility for government benefits (SSI, Medicaid), guardianship considerations, and key financial planning strategies. Attendees will gain insights into the essential steps needed to create a secure and well-structured plan for their loved one’s long-term care and financial stability. This session is designed for those new to the estate planning process and looking for guidance on where to start.

Foundations of Special Needs Estate Planning: Securing the Future for Your Loved One