Trust & Estate Planning for Families with a Special Needs Child
by
Speaker: Julieanne E. Steinbacher Attorney, CELA 
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Learn key trust and estate planning strategies from Julie Steiner to ensure financial security and support for families with a special needs child, including special needs trusts and legal tips.
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Are you prepared for the long-term needs of your child with special needs? Julie Steiner, a leading expert in special needs estate planning, shares invaluable insights that can help you secure your child’s future. Whether you’re just starting to think about trusts and guardianships or need to revisit your existing plans, Julie breaks it all down into manageable steps. From ensuring access to public benefits like SSI and Medicaid to safeguarding your child’s financial security through trusts and life insurance, this is a must-watch for any parent navigating these challenges. Don’t miss this opportunity to learn from someone who truly understands the unique complexities of raising a child with special needs. Watch the full video and gain the tools you need for peace of mind!
Below are the highlights, along with their approximate timestamps:
- Introduction to Specialized Planning (00:00:05–00:02:18):
- Navigating Legal and Practical Challenges (00:04:03–00:06:51):
- Understanding Trusts (00:07:00–00:08:00):
- Life Insurance for Estate Planning (00:08:00–00:08:36):
- Temporary and Long-Term Planning (00:18:00–00:20:00):
- Guardianship and Capacity Considerations (00:31:00–00:45:00):
- Planning Across State and International Lines (00:27:30–00:28:30):
- Special Needs Trusts in Practice (00:19:30–01:30:00):
- ABLE Accounts vs. Special Needs Trusts (01:48:00–01:49:17):
- Practical Tools: Summary of Wishes Document (01:50:00–01:51:00):
- Resources for Finding Help (01:53:00–01:56:00):
This summary highlights critical points and practical steps for parents to consider in long-term planning for their children with special needs.
Source:
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
