Join us for an insightful presentation led by a seasoned financial planner Kristin Carleton and attorney Nick Thompson, both of whom specialize in special needs planning. Gain invaluable expertise on training executors, trustees, and guardians for seamless transitions and robust beneficiary support. This seminar will delve into the critical, often overlooked, aspects of preparing these key individuals to navigate the complexities of special needs trusts, government benefits, and long-term care planning. Learn how to craft comprehensive decision-making support documents and facilitate meaningful connections between designated individuals and beneficiaries.
Why should you attend?
- Enhance your expertise: Master the nuances of special needs planning, a growing and vital area of financial services.
- Differentiate your practice: Offer clients specialized guidance and build lasting relationships by addressing their unique needs.
- Mitigate risk: Learn strategies to avoid common pitfalls that can jeopardize beneficiary benefits and create legal complications.
- Gain practical takeaways: Receive actionable insights and tools to immediately implement in your client consultations.
- Expand your network: Connect with fellow financial planners and legal professionals specializing in this critical field.
Takeaways:
- Understand the essential components of effective executor, trustee, and guardian training.
- Learn what should be included in comprehensive decision-making support documents tailored to individual beneficiary needs.
- Gain knowledge about safeguarding government benefits while maximizing beneficiary quality of life.
- Develop strategies for facilitating ongoing communication and collaboration among all involved parties.
Acquire practical tools and resources to strengthen your special needs planning practice.