Estate Planning: Special Needs Planning for Individuals and Caregivers

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Estate Planning: Special Needs Planning for Individuals and Caregivers

This is the second in a series of two about guardianship and special needs planning. In this webinar, we learn how to leave money and other assets for the benefit of a child with special needs without causing the child to lose important public benefits, including understanding the difference between a payback special needs trust and a third-party discretionary trust. ABLE accounts and benefits, such as SSI and Medicaid,  were also discussed.

Visit our Webinars page for additional webinars on a variety of topics.

Derek is a principal at Resch, Root, Philips, and Graham, LLC, a law firm in Ohio with a specialty in special needs law. “I genuinely enjoy helping people avoid and fix problems that arise in their lives. Early in my career I was fortunate to get experience in civil litigation, business transactions, and estate planning. Then in 2009, my wife and I had our first daughter who was born with Down syndrome. Like many of my clients today, we were inundated with information and felt overwhelmed. Nine years later, I spend the majority of my days helping similarly situated families understand the various resources that exist for families like mine. I find it very rewarding to meet with families of all varieties and help them understand how to effectively and practically plan their estate. More than that though, I enjoy helping families understand the resources available to them and how to get the most out of those resources.”

By | 2019-11-05T09:05:15+00:00 Oct 18, 2019|Financial Planning, Webinar|Comments Off on Estate Planning: Special Needs Planning for Individuals and Caregivers