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Special Needs Planning Can Be Complicated: Our Guide Modules Can Help!

If you want to learn the basics (and more) about Special Needs Planning for a disabled child or other loved one, you're in the right place. We have developed five guides covering the different aspects of this complicated area of the law. Once you have learned a little, we encourage you to schedule a free consulation to learn your options.

schedule a free consultation →  Register for a Free Workshop → 

Guide 1: Introductory Guide to Special Needs Planning & Special Needs Trusts

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Learn the basics about Special Needs Trust and other planning for your disabled loved one. After you have gotten the broad picture, download our more in depth modules!

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Guide 4: How to Write a Memorandum of Intent for Your Special Needs Loved One

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Learn how important it is to have a Memorandum of Intent for the care of your disabled loved one - and how to do one! Having the Special Needs Trust is important, but the Memorandum of Intent is equally important.

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Guide 2: 10 Costly Mistakes to Avoid When Planning for a Loved One with Special Needs

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Learn how to avoid the 10 most frequently seen mistakes families make when planning for a loved one with special needs. Neither you nor they can afford it!

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Guide 5: Understanding ABLE Accounts & How to Use them with Special Needs Trusts

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Heard of ABLE accounts? Learn more about the ABLE Act & how these accounts can work in conjunction with Special Needs Trusts. This is a new law that was passed: you owe it to your disabled loved one to at least know about it!

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Guide 3: 10 Costly Mistakes to Avoid When Administering a Special Needs Trust

SNT Module 3 - 10 Costly Mistakes to Avoid When Administering a Special Needs Trust.jpg

Learn about the 10 most frequently seen mistakes we see families make when administering a Special Needs Trust. We really can not afford to mess this up!

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Why not schedule a free consultation about planning for your Special Needs Loved One?

There is no obligation, and you will simply know what options are available to you. After you schedule your appointment, you will receive a form that you must fill out in advance of your appointment. We will give you an hour or two of our time, but we want the meeting to be valuable. As such, we need a decent amount of family & property/financial information ahead of time so we can prepare to discuss the details of your case with you.


Why not attend a free workshop on estate planning before coming to see us?

Our Free Asset Protection Workshops are a hit with clients. You will learn a lot about estate planning & asset protection planning, in addition to other rules about probate, etc. Plus, all attendees will get a free copy of our co-authored book "Tax Free Money for Long Term Care" just for attending one of our workshops.

Register for a Workshop →