Families with a member with a disability, receiving SSI income or has special needs should pay particular attention to their estate plan.  This short presentation will discuss ways to protect the inheritance as well as income and benefits.

Who should attend?

  • Parents

  • Grandparents

  • Spouses

  • Children

  • Advisors

 Who Can Benefit from the Planning?

  • Early onset

    • such as Downs Syndrome, Autism, Muscular Dystrophy, and other physical, psychological or emotional disorders.

  • Later or adulthood disabilities

    • such as physical injuries, substance abuse, strokes, Alzheimer’s, Parkinson’s or nursing home residents.


Those suffering with physical or mental disabilities can benefit from a Special Needs Trust.  In this workshop you will learn why they are important.  You will also see how an inheritance may cause somebody to be become ineligible for vital government benefits.

For example, a person who inherits directly may lose SSI income, Medicaid benefits, food stamps or housing subsidies.  But with a Special or Supplemental Needs Trusts those benefits can be preserved.

Persons with mental or physical disabilities may fall victim to creditors or predators.  Learn how a Trust can protect them.

The biggest estate planning mistake is not having the essential planning building blocks in place. Once in place, these can be built upon. Learn what everybody’s estate plan should have right now.

These are things to protect you while your alive, then your heirs after you are gone.

Wills-What they are and how they work

Power of Attorney-A tool if you become disabled.

Medical Power of Attorney-Empower a trusted person to make medical decisions.

Advanced Healthcare Directives-Instructions to your family & medical providers about your end of life care.

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