Estate Planning for Special Needs
The Webinar Education Program is an educational initiative led by Morgan’s Caring Connection, designed to equip families, professionals, and community partners with practical knowledge around long-term planning for individuals with disabilities.
Estate Planning for Special Needs
In this webinar, you will learn:
Which essential estate planning documents everyone should have in place
The differences between the various types of special needs trusts
How beneficiary designations, your will, and your trust(s) should work together
How to avoid common planning gaps that can put benefits and assets at risk
How to think strategically about long-term protection and care
Who should attend:
Parents and guardians of individuals with special needs
Families who already have a will or trust but want to be sure it is set up correctly
Anyone who wants clarity and confidence in their estate planning strategy
Partner & Community Collaboration
- Nonprofits serving families and individuals with disabilities
- Community organizations and service providers
- Professional partners aligned with our mission
If your organization would like to co-promote a webinar, suggest a topic, or present, we welcome collaboration.