Resources
From estate planning, probate, and special needs planning to trustee services, we’re here to help you make educated and informed decisions that are best for you and your loved ones.
Browse our free resources below to learn what you need to know when planning your legacy.
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Articles
Support Your Child With Disabilities — and Still Qualify for Nursing Home Medicaid
If you have a child with a disability, providing for them into the future will likely stand among your top priorities. However, if you also wish to apply for Medicaid to cover your own long-term care expenses, first consider establishing a special needs trust (SNT)...
Housing Considerations for Adults with Special Needs
Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability. Parents and guardians must plan for this as early as possible to make sure their loved one has a secure and appropriate living situation long...
Videos
Guardianship and Shared Decision-Making Webinar
Overview: Are you concerned about a vulnerable loved one who is struggling to manage their own affairs, healthcare, and living situation? Guardianship may be the solution you are seeking. This workshop will cover the legal aspects of the different types of...
Events
Special Needs Planning Workshop (Online)
About this Webinar: Special needs planning is essential to protect and plan for your disabled family member. Even though not having the right plans in place can be a detriment for loved ones with special needs, many...
Special Needs Webinar Series
A series intended to help parents and students make a smooth transition from special education in school to life after high school.