Planning for a Child With Special Needs

Overview

The article argues that special needs planning on behalf of a disabled child means assembling a team of professionals with complementary competences: estate planning attorney, a financial advisor, and an accountant, as well as the parents, siblings, social workers/case manager and, if feasible, the child in question. Personal, financial, and legal considerations of the child come into play once specific needs have been identified.

Advisor Thinking