Planning for Your Loved Ones With Special Needs: What Every Caregiver Needs to Know

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This workshop provides an overview of government benefit programs as well as strategies for protecting & maximizing eligibility for certain government benefits. We will evaluate the ABLE Act and how it compares to alternative options for setting aside funding for individuals with disabilities.

It will also address important estate planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Strategies will be presented to address funding of special needs trusts, tax planning considerations, and ensuring quality of life and lifetime care are maintained for loved ones.

Lastly, we will cover the added complexity of planning for retirement with a Special Needs loved one in the picture. We will discuss this "3-Person Retirement" and other financial planning considerations to look at differently when you have a loved one with Special Needs.

Topic(s): Planning
Presenter(s): Pat Bergmaier
Session#: FIN2401-201
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 23, 2024

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Pat Bergmaier

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Planning for Your Loved Ones With Special Needs: What Every Caregiver Needs to Know

Add To Cart

Presenters

Pat Bergmaier

Resources

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