We have a team of dedicated specialists with deep knowledge and experience who understand the scope and complexity of Special Needs Planning. We approach it with compassionate, high-touch service, with the understanding that this can be an emotional process.

Here are some educational overview pieces to share with clients who are interested in this area.

• Special Needs Planning Overview

• ABLE Accounts and Special Needs Trusts

• Building a Holistic Life Plan

• Getting Started

• Handling Unique Assets in a Trust

• Planning Checklist

Here is a Powerpoint presentation that gives a broad introduction to Special Needs Planning.

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