Imagine you meet with a family that has a 17-year-old child with a significant disability. Your office creates a plan to provide for the child upon the grantors’ incapacity or death. Months later, you get terrible news that the grantors have died in an automobile accident, leaving the child with the disability as the survivor. This session will examine the challenges that drafters and trustees face in this and other situations. Attendees will learn to

• provide workable planning techniques for a person with a disability that will last for their lifetime;
• explore the evolution of planning for people with disabilities, and how practitioners can create a plan that can evolve as benefit laws, social service systems, and tax laws evolve over time;
• utilize trust protector/advisory committee provisions, incorporate a distribution plan, and create a trust management team to design a plan that meets your clients’ objectives through the use of WealthCounsel’s drafting solutions to meet those challenges.