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Estate Planning and Administration
Every adult should have an estate plan that includes a Will, a Power of Attorney, and a Medical Directive. For parents of individuals with developmental disabilities, estate planning is more complicated because parents want to provide for their children while also ensuring that children maintain access to means-tested government benefits like Supplemental Security Income, Medicaid, and services from the Division of Developmental Disabilities. Improper estate planning can jeopardize your children’s benefits. This workshop will explain estate planning basics, including a detailed discussion of special needs wills and trusts, as well as what to consider when appointing executors, trustees, and other fiduciaries. Attendees will walk away with a concrete understanding about how to provide for their children when they are gone. This hour-long presentation includes a Q&A for attendees.

Oct 20, 2020 07:00 PM in Eastern Time (US and Canada)

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