Schedule Your Estate Planning Consultation OR "Don't Go Broke" Strategy Session 404-419-7155

315 W. Ponce de Leon, #600
Decatur, GA 30030, USA


Special Needs Planning

Key Take Aways:

  1. How does Special Needs Planning differ from traditional Estate Planning.
  2. How law changes have allowed people with disabilities to engage in their own planning without court involvement or familial influence.
  3. What are the different types of special needs planning, how do they meet your needs, and what are the dangers of not knowing the differences.
  4. How to gift money and assets to a disabled person, without hurting their SSI eligibility.
  5. How to protect you assets to ensure that your adult disabled child still lives with the highest quality of life after you are no longer able to care for them.

Special Needs Planning