Estate Planning for Special Needs

– Basic estate planning and how conventional estate planning should be structured in coordination with special needs planning
– Universal concepts about planning for how to leave assets at death, along with how to plan for potential incapacity
– Financial and tax planning aspects of special needs planning

Guest speaker is Mr. Stephen Elville, principal of Elville and Associates. Mr. Elville’s work is centered in elder law, special needs planning, and estate planning with special emphasis in the areas of tax planning and asset protection.

Resource: PPMD Webinar
Navigating the Transition Years

In this document you will find a guide to the transition process that will help you better plan for transition. It includes information about education and work opportunities and programs, transition services and requirements, and real life examples. It also includes an overview of the process and a list of key terms.

Resource: PDF

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