M&L together with a special needs attorney discuss the key elements of estate planning for the family with special needs. There will be an explanation of the necessary estate planning documents (wills, trusts, powers of attorneys, living wills, HIPPA, etc) with a description of the specifics of special needs estate planning – guardianship, special needs trusts, government benefits, funding options and more. Leaving this workshop you will have a clear understanding if what needs to be done on the legal side of special needs planning.

Upcoming Workshops