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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 Special Needs Spotlight Webinar Series. In this second session, “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, was joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant. Discussion topics included:
Designing the right Special Needs Trust
Protecting your child with special needs through your estate plan
Outlining changes under the SECURE ACT and its impact on your estate plan
Determining how much money you will need for your child’s future
Integrating your life insurance and beneficiary designations with your legal documents
