Estate Planning for Beneficiaries with a Disability

Creating an estate plan for a family that includes a person with a disability raises special issues and considerations outside of the typical estate planning engagement. Families must make careful choices about estate planning strategies and tools, taking into consideration their loved one’s unique circumstances and anticipated needs. This program will introduce estates practitioners to the opportunities, challenges and emotions unique to planning for a person with a disability. Noted disability lawyer Brendon Pooran will review the resources, funding, documents and structures involved in disability planning and share practical advice to help ensure the financial, living, and health requirements of individuals with disabilities continue to be met after a caregiver or provider passes away. In addition, Brendon will discuss common planning errors that can reduce the financial support available to beneficiaries with a disability and expose them to financial exploitation. Topics include:

Planning tools, including Henson Trusts
Appointing decision-makers
Creating supports to assist with incapacity issues
Addressing risks of susceptibility

Don’t miss this chance to learn how you can help give families peace of mind that their loved one’s needs will continue to be met, even when a family member is no longer there to organize and advocate on their behalf.

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.