Description:

Palladio Consulting LLC has seen, built, and reviewed thousands of special needs plans over the past 8 years. During this time, we've encountered many unique planning situations tasking us to uncover every resource, organization, and valuable piece of information to meet the needs of the families we serve. This has given us the ability to recognize common mistakes and identify best practices when planning for a special needs loved one. Join us as we explore ins-and-outs of disability benefits, ABLE accounts, special needs trusts, building a support team, and numerous other tools that are essential to the formation of a successful special needs plan.

This two part series will take place on Wednesday, January 13th at 10:00am and Wednesday, January 27th at 12:00pm as we dive into all the best tips, tricks, and information we’ve learned over the years.

Discussion Topics:

• Understanding special needs planning tax benefits and law.

• Creating a customized and flexible special needs trust.

• Understanding the important support team roles and identifying the important friends/family and professionals to fill the roles.

• Think about housing today!

• Maintain eligibility for needs based benefits whether you think you need them or not.