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Concurrent Session Onsite and Online

ENG2347. Curated Planning for Individuals with Incapacity or Other Disabilities (PFP, EST)

Whether you are a parent, sibling, child, or advisor to an individual with a disability or incapacity, this program will enhance your ability to help them improve their life. There are around 61 million people with a disability in the United States. Understanding the planning needs of persons with disabilities is essential for all professionals. The planning needs are different and if not done correctly can have devastating consequences to the person with a disability and their family. This program will identify and compare the top tips to succeed and the most common planning traps for the unwary when confronted with the planning needs of a person with a disability. The cornerstone of disability planning is the Special Needs Trust. It is essential that this trust be established and administered correctly. Analyzing the different types of Special Needs Trusts and how they are taxed and administered can be critical to the person with a disability's wellbeing. Our speakers both have over 30-years of experience providing financial planning, special needs planning, and representation of trustees of special needs trusts. Kevin and Mike frequently present at national conferences and hold leadership positions in several of the country’s most respected planning organizations for loved ones with disabilities and incapacity.

Learning Objectives:

  • Evaluate the unique planning issues for persons with disabilities
  • Differentiate the available planning solutions for persons with disabilities, including Special Needs Trusts and ABLE accounts
  • Analyze the various government benefit programs and the strategies to obtain and retain them
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the Profession
Advanced Preparation
Session Tags