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Special Needs Estate Planning — Seven Overlooked Challenges (Journal Live)
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Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing authors@societyoffsp.org. This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

10/16/2019
When: 10/16/2019
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: Harry L. Ehrenberg, CLU
Contact: Member Services
800.392.6900


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Join us for a valuable conversation about the estate planning challenges faced by your clients who are parents of special needs children. Journal author and subject area expert Harry Ehrenberg will lead a discussion based on his recently published article, in which he identifies seven unique issues these parents face, and offers equally unique solutions. You’ll learn how to navigate government benefits, and why a caregiver’s trust can be so valuable. You’ll also hear a new, simple-to-perform method of determining how much money is needed to fund the trusts. 

Don’t miss this opportunity to bring immediate added value to your clients who are planning for children with special needs. Too often these needs are overlooked and therefore unaddressed. Distinguish yourself as the well-informed advisor who can help these clients plan with confidence, giving them peace of mind in an otherwise chaotic and emotionally charged situation. 

Members: Read the article in the September 2019 Journal of Financial Service Professionals.

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