Special Needs Planning: The 5 Worst Mistakes a Grandparent Can Make
Working with many families that have a child or adult with special needs, one of the major issues that I run into when planning for the future is Grandparents. Grandparents, well meaning but not involved in the planning process, leave assets to the child or adult directly. As I talked about in one of my previous posts “A Lifetime Of Support To A Child With Special Needs While Achieving Other Important Financial Goals”, do not leave assets directly to the child. I also talk about involving everyone that may leave any type of inheritance to the child.
There are unique estate planning requirements for families who have children with special needs. The good intentions of many grandparents can produce the unfortunate result or causing a disabled grandchild to lose invaluable benefits such as Medicaid, which provide extensive benefits incomparable to even a large inheritance. While most seminars seek to educate parents on how to plan for their children’s future, AlerStallings realizes the importance of reaching out to grandparents to ensure that their desire to provide for their disabled grandchild does not do more harm than good. We would like to educate grandparents through our seminar, “Special Needs Planning: The 5 Worst Mistakes a Grandparent Can Make.”
We are holding this educational seminar on July 17th (1:00 pm and 6:30 pm) at the Delaware County Board of Developmental Disabilities. (DCBDD) offices located at the corner of RT 23 and Orange Rd. in Lewis Center. Parents are welcome. This is a great venue to ask some legal questions and start the conversation with those hard to talk with grandparents. This is sponsored by Life Builders, The Alternative Center, Kidder and AlerStallings.
7/17/12 - Special Needs Planning: THe 5 Worst Mistakes a Grandparent Can Make” - AlerStallings - estate planning seminar for grandparents of individuals with special needs (also open to parents). Sponsored by Life Builders and The Alternative Center - two times available 1pm and 6:30pm - light refreshments - DCBDD offices, Lewis Center OH
RSVP’s are encouraged (614) 483-2778