Working with Special Needs Families – a Practical Timeline
11:35 AM - 12:50 PM
This session will educate advisors on what they need to discuss with their clients to protect special needs family members. Advisors will learn what tools are available to their clients to ensure a child’s future needs are cared for. This session will include a brief overview of public benefits, as well as more in depth discussion on special needs trusts, ABLE accounts, and guardianship.