The Eight Essential Elements of Special Needs Planning

1:30 PM - 2:30 PM

More than 15 percent of all families have a loved one that has special needs yet few advisors know how to serve them competently. Learn about eight elements of planning that are essential when working with families with loved ones who have intellectual and developmental disabilities. The information has been developed over 30 years of serving the special needs population as a fiduciary financial advisor. Stories and examples for each element will be shared to increase the "stickiness" of the concepts.

Learning Objectives:

  • Learn how special needs trusts provide security and opportunity for individuals with special needs
  • Understand how to maximize the benefits of ABLE accounts while minimizing the risks of government reimbursement
  • Differentiate between types of supported decision making and be able to advise clients about available options

Session Content Level: Advanced