Estate Planning for Loved Ones with Disabilities: Building a Vision for the Future

Planning for a loved one with a disability comes with unique
considerations and opportunities. This session introduces
strategies to create a secure, meaningful future. Learn how to
structure a Special Needs Trust to protect benefits, manage taxes,
and allow family contributions. Explore selecting the right trustee,
including the potential role of siblings, and how to build oversight
and support into the plan. We’ll also cover non-legal tools, such
as assembling a support team and creating a “memo of intent”
to guide future caregivers. Designed for parents, caregivers, and
family members who want to ensure their loved one thrives.