Special Needs: Strategies for Families
Course # 511
This presentation explores the financial and legal issues that families with special needs should consider.
- Understand how to start the process of designing a financial strategy for a special needs family member.
- Who should be involved in helping with a strategy for a special needs person.
- How to title assets for a special needs person.
- Understand the importance of wills and trusts for a special needs family.
Participants (audience course is designed for):
Families with special needs members and participants interested in this topic.