A successful third-party special needs plan requires more than legal documents: It demands a coordinated approach that blends financial stability, family decision-making, and lifelong care. This session provides attorneys with a roadmap for preparing a comprehensive plan that includes special needs trusts, ABLE accounts, guardianship and conservatorship considerations, and care management strategies. Practical tools will be shared to help attorneys guide families in creating durable, flexible plans that safeguard benefits, protect resources, and ensure ongoing quality of life for their loved one with disabilities.