Every adult should have an estate plan that includes a Will, a Power of Attorney, and a Medical Directive. For parents of individuals with a mental health or cognitive disability, estate planning is more complicated because parents want to provide for their loved ones while ensuring they maintain access to means-tested government benefits like supplemental security income, social security disability income, medicaid and other services. Improper planning can jeopardize their children's services.
This workshop will explain estate planning basics, including a detailed discussion of special needs wills and trusts, as well as what to consider when appointing executors, trustees, and other fiduciaries. Attendees will walk away with a concrete understanding about how to provide for their children when they are gone.
Subscribe to our YouTube channel to get notified when future recordings become available!
