Special Needs Planning for your loved one with a Disability
Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.
It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.
Together, we'll discuss:
- Basic Estate Planning Documents
- Special Needs Trusts (SNTs)
- Guardianship vs Powers of Attorney
- ABLE Accounts
- “3 Person Retirement”
- Tax Planning Considerations
- Funding Strategies for a SNT
Meet the Speaker
Pat Bergmaier, CFP®, ChSNC™
In his 15th year as a financial advisor, Pat focused his practice since 2009 on special needs financial planning. Pat has obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the CFP® Board and the designation of a Chartered Special Needs Consultant™ (ChSNC™) through the American College of Financial Services. Pat & his team support many local special needs non-profit organizations and he also serves on the advisory board of the Mass Mutual Center for Special Needs at the American College of Financial Services.