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
Common Disability Planning Jargon: Demystified
Navigating the world of disability benefits and supports can feel overwhelming, especially with all the acronyms involved. Understanding these acronyms can make planning for things like education, financial support, and care go more smoothly. Here are 15 common...
How to Discuss Your Estate Plan With an Attorney
Estate Planning involve complex, highly customizable legal mechanisms to ensure your needs and wants are met in life and beyond. A quick Google search can cause a curious mind to have more questions than answers. Then one may think, “How do I even have this...
Videos
Transition to Adulthood Workshop: Legal Tools to Help Your Disabled Teen Excel as an Adult – Watch Recording Now!
Knowledge of the legal landscape is key to a good start in adulthood and helps set a disabled teen up for a lifetime of greater success. Once a disabled individual reaches adulthood, a new world of services may become available, while some long-standing benefits will...
Free On-demand Workshop! Trust Protectors: How You Can Protect Vulnerable Beneficiaries
An often-overlooked role that can be very important for a vulnerable beneficiary is that of a Trust Protector. The Trust Protector is an optional role in any trust, including special needs trusts. Trust Protectors do not handle the day-to-day, technical, and financial...
Events
Trustee Essentials Workshop: What You Need to Know About Administering a Special Needs Trust– Watch Recording Now!
Have you been asked to act as a trustee of a special needs trust, but you’re not really sure what you’re signing up for? Or perhaps you’re already the trustee of a special needs trust, but you’re feeling overwhelmed and confused by all the details you need to keep...
Free On-demand Workshop! Trust Protectors: How You Can Protect Vulnerable Beneficiaries
An often-overlooked role that can be very important for a vulnerable beneficiary is that of a Trust Protector. The Trust Protector is an optional role in any trust, including special needs trusts. Trust Protectors do not handle the day-to-day, technical, and financial...