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Special Needs

Jul 09, 2020

Special Needs Spotlight Webinar Series: SSI, SSDI, and SS for DACs

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this session, “SSI, SSDI, and SS for DACs,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, addressed the legal and financial assistance available for a Disabled Adult Child (DAC), such as Supplemental Security Income (SSI), Supplemental Security Disability Insurance (SSDI), and Social Security (SS).» Read More

Jun 30, 2020

Special Needs Spotlight Webinar Series: Creating a Letter of Intent and a Life Plan

The law firm Norris McLaughlin, P.A., is pleased to present this Special Needs Spotlight Webinar Series. In the fifth session, “Creating a Letter of Intent and a Life Plan,” Abbey M. Horwitz, a Member of the firm, spoke with Elizabeth McKenna, CFP and Chartered Special Needs Consultant of Merrill Lynch Wealth Management, and Heidi Rome, internationally-recognized expert on the autism journey for mothers, Autism Mom Coach, and founder of Moms Spectrum OasisRead More

Jun 23, 2020

Special Needs Spotlight Webinar Series: When and How to Use an ABLE Account

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In the third session, “When and How to Use an ABLE Account,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, was joined once again by Elizabeth McKenna, ChSNC™, CFP®, of Merrill Lynch Wealth ManagementRead More

Jun 10, 2020

Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability

The law firm Norris McLaughlin, P.A., is pleased to present the second session of the Special Needs Spotlight Webinar Series, “Integrating Financial & Legal Planning for Families with a Child with a Disability.” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth Management, spoke on financial, estate, and other legal planning for families with children with special needs.» Read More

May 27, 2020

Special Needs Spotlight Series: Taking Control – Harnessing Anxiety & Turning It Into a Plan

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this introductory session, “Taking Control – Harnessing Anxiety and Turning it Into a Plan,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, spoke with Trish Colucci Barbosa, RN and Care Manager at Peace Aging Care Experts, LLC, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth ManagementRead More

Jun 11, 2019

Special Needs Planning: Don’t Get Stuck Giving Unnecessary Money to the State

Special needs planning requires special expertise. I sat down with a new client last week and asked to review her old estate planning documents. Her Will included a special needs trust for her young adult child with autism. The document was prepared by a prestigious firm, so I was shocked to find that the trust was completely wrong.» Read More

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