Securing Your Child’s Future: Special Needs Trusts & Summary of Wishes Explained

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Planning for the future of a child with special needs can feel overwhelming, but it doesn’t have to be. 

In this impactful clip, estate planning expert Julie Steiner breaks down the essentials of creating a special needs trust. She explains why securing your child’s financial future is vital while preserving their eligibility for benefits like SSI and Medicaid. 

Julie also shares the importance of a ‘Summary of Wishes,’ a personalized guide that helps caregivers maintain their child’s routines, preferences, and quality of life when they can no longer provide direct care. 

This is a must-watch for any parent ready to take proactive steps toward peace of mind.

CLICK TO VIEW THE ENTIRE PRESENTATION: Please click the link for more valuable information, key takeaways, and highlights. 

Trust & Estate Planning for Families with a Special Needs Child by Julieanne E. Steinbacher, Esq.―Financial and Life Planning Summit for Parents of a Child with a Disability hosted by James Lange, CPA/Attorney, https://DisabledChildPlanning.com

Helpful Articles

• Guardianship: A Basic Understanding for Parents
• Trust & Estate Planning for Families with a Special Needs Child
• Special Needs Planning: What is a Special Needs Trust?
• “Instruction Manual” for Your Child with Special Needs
• Common Mistakes Parents Make with Their Special Needs Trusts
• Tax Planning for Parents of Children with Autism
• Able Account or Special Needs Trust: How to Decide?

This post originally appeared on our January/Febuary 2025 Magazine