This workshop will cover the basics of any estate plan that includes a child with a disability, including whether a Will or a Revocable Living Trust is the best plan and the role of First Party Special Needs Trust as compared to the Third Party Special Needs Trust. But we will also talk about the dramatic changes in the way inherited IRAs are now treated, thanks to the passage of the SECURE Act. The preferential treatment that is now given to a disabled beneficiary of an IRA (or a trust for that beneficiary) has altered the planning landscape for many families. We will discuss how planning for a disabled child has changed in response to this legislation. Join us with Kim Martin, Attorney at Harrison LLP.
Register Here for the Zoom Workshop
Parent Workshops are held through Zoom. Participants will stay muted until Q&A at the end of the presentation. Our workshops are geared to the unique needs of children with lifelong developmental and/or physical disabilities. Recordings will be available on our Recorded Workshop page within the week.
