Name
Avoiding Common Errors in Special Needs Planning
Date & Time
Thursday, September 11, 2025, 11:15 AM - 12:15 PM
Description

Special needs planning requires careful attention to detail to protect the long-term financial security and benefits eligibility of individuals with disabilities. This session will highlight the most common mistakes attorneys, fiduciaries, and families make—such as improper trust drafting, mismanagement of public benefits, and ineffective trustee selection—and provide practical strategies to avoid them. Attendees will gain insights into best practices for special needs trusts, ABLE accounts, benefit compliance, and care coordination to ensure a secure future for their clients and their loved ones. 

Track
Special Needs