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01.17.2023 - Special Needs

Attendees Rating:

Excellent (89%)
Average (11%)
Below Average (0%)

Missy Davis

Tue, 01/17/2023 - 21:01

Comments
A few comments from listeners:
Speakers exceeded my expectations. Great job! Bring them back again. Would like to hear more real life stores and examples of how to integrate the approaches with overall estate and gift planning, and traps to avoid.
- Susan B.

Eye opener on how complex the rules are with just "one little thing" throwing out what most people think happens.
- Larry F.

All of it was new for me - very helpful to get a basic review of programs, trusts, etc.
- Jenny B.

I learned about the ABLE account. I'm new to Special Needs planning and had not heard of that before.
- Ria J.

Kevin clearly knows this subject and he is obviously passionate about it
- Edward L.

(I learned) The importance of being able to learn how to have the difficult conversations with clients with these special needs. As uncomfortable as it may be, it has the ability to prevent great financial & emotional difficulties later on in life.
- Ben Z.
Special Needs Planning: Fundamentals and Avoiding Common Pitfalls
Presented by Kevin Urbatsch, Esq., Urbatsch Law
Kevin

Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-term. Listen to gain an understanding of the need for special needs planning for persons with disabilities, understanding the available tools used by planners, to include ABLE accounts and knowing and avoiding the common pitfalls of special needs planning.

Attendees Comments:

A few comments from listeners:
Speakers exceeded my expectations. Great job! Bring them back again. Would like to hear more real life stores and examples of how to integrate the approaches with overall estate and gift planning, and traps to avoid.
- Susan B.

Eye opener on how complex the rules are with just "one little thing" throwing out what most people think happens.
- Larry F.

All of it was new for me - very helpful to get a basic review of programs, trusts, etc.
- Jenny B.

I learned about the ABLE account. I'm new to Special Needs planning and had not heard of that before.
- Ria J.

Kevin clearly knows this subject and he is obviously passionate about it
- Edward L.

(I learned) The importance of being able to learn how to have the difficult conversations with clients with these special needs. As uncomfortable as it may be, it has the ability to prevent great financial & emotional difficulties later on in life.
- Ben Z.