Special needs planning is most effective when professionals work together to address a beneficiary’s future legal, financial, and fiduciary aspects. Without collaboration between the financial advisor, attorney, and fiduciary, plans can fall short, leaving beneficiaries vulnerable to gaps in care or loss of benefits. This session will explore how these key players can coordinate efforts to create a seamless plan that balances asset management, legal compliance, and ongoing fiduciary duties. Fostering interdisciplinary collaboration can offer your clients more holistic solutions that provide security and peace of mind.