Products tagged with 'special needs'

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Estate Planning for Special Needs

Get practice pointers for both First-Party and Third-Party Special Needs Trusts and learn how to effectively use expanded powers and planning language in power of attorney documents, wills and trusts to accommodate special needs. Also included are tips for planning for a spouse's disability within an estate plan.

Overview of Special Needs Planning Basics

Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning, not just guardianship and alternatives to guardianship. In this session, you will also learn how to effectively prepare for and conduct the initial consultation, including topics you should cover in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs, Letters of Intent, etc.