Planning for the Future: Estate Planning and Special Needs Trusts Made Simple

This session introduces parents and educators to estate planning and special needs trusts, showing how thoughtful planning preserves public-benefits eligibility, protects assets, and ensures long-term care. Participants will be able to: 1. Understand what estate planning and special needs trusts are and why they matter for children and students with disabilities. 2. Recognize what trustees do and how to choose someone who can manage this role well. 3. Identify simple next steps they can take to start or improve a plan for their child’s or students’ future.