F2. Special Needs & Estate Planning: What Every Caregiver Needs to Know

July 31, 2017

This session provides an overview of financial & estate planning for families that have dependents with disabilities. The presenter will address critical areas of concern, such as navigating and maximizing government benefits through an overview of programs such as Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), Waivers & Social Security. The session will also address important estate planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Participants will learn how special needs financial planning is different than traditional financial planning. Strategies will be presented to address funding of special needs trusts, tax planning considerations, and ensuring quality of life and lifetime care are maintained for loved ones.

Title of Training: 2017 PA Community on Transition Conference

Presenter: Patrick Bergmaier

Training Date: 08/09/2017

Topics: Secondary Transition

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