How to Include Disability Planning for Special Needs Families into your Practice

There is an ever-increasing number of children being diagnosed with autism, which in turn has increased the number of clients needing specialized planning techniques. In this session, learn how to help these clients adequately plan for their future and their child who may be dependent on support well into adulthood. This session will feature tools to help build their plan and include what strategies are available to best serve this demographic.

Learning Objectives:

1. Understand the use of Special Needs Trusts, the varying types, and why they are so important
2. Support disability planning needs through use of governmental programs and community resources
3. Determine how, when, why, and if an ABEL account is needed