The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this second session, “Integrating Financial & Legal Planning for Families with a Child with a Disability,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, was joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant. Discussion topics included:
- Designing the right Special Needs Trust
- Protecting your child with special needs through your estate plan
- Outlining changes under the SECURE ACT and its impact on your estate plan
- Determining how much money you will need for your child’s future
- Integrating your life insurance and beneficiary designations with your legal documents
- Weighing potential funding sources
- Breaking down child support issues
For the transcript, please click here. To save the dates for future segments, please click here.
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