Episode Details

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