When a person with special needs has assets, improper planning can result in a loss of vital public benefits like Medicaid and Supplemental Security Income (SSI). Attorneys and planners must carefully navigate asset protection to ensure eligibility while leveraging available resources for the client’s long-term care and quality of life. This session will explore advanced planning techniques such as first-party SNTs, ABLE accounts, and strategic gifting, designed to preserve both assets and public benefits. You will walk away with actionable strategies to help your clients maximize their financial resources without compromising critical support systems.