When a client has a disability or a dependent with special needs, the legal documents are only half the picture. The financial strategy behind them (how a trust gets funded, how benefits eligibility is protected, how a family plans across more than one lifetime) is where things often succeed or fall apart.
This program is built for attorneys who work with families affected by disability and want a clearer view of how the financial pieces fit alongside the legal ones.
Our speaker will review:
How families build a plan that spans multiple lifetimes, from early childhood through retirement and beyond
Funding considerations for first-party, third-party, and pooled special needs trusts
Coordinating financial strategy with benefits eligibility — including the asset limits that can quietly derail a well-drafted plan
The role of insurance (life, disability, and long-term care) in protecting a family’s plan
ABLE accounts, 529 plans, and other tools families are using
Why marriage, well-meaning gifts, and even wedding presents can complicate government benefits
Building a support network where the attorney, advisor, CPA, and care team actually work in sync
The program is a must for any legal advisors who work with clients or families affected by a disability.
Anil Chachra
