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Monday, January 24, 2011

Special Needs Planning

Special Needs Planning 

This is the first post in a category that I, and I’m sure Keith and Laura as well, will be revisiting fairly often—special needs planning.  Planning for family members of a disabled loved one has always been necessary, of course.  However, with longer life expectancies and, appropriately, greater societal expectations about the quality of life that they should enjoy, planning is even more important than ever.  This is true for many reasons, not the least of which is the fact that parents and family members may not be around to look after their disabled loved one.

 With our blog entries, it is our intent to post information to families, trustees, caregivers, and other vitally important members of the disabled individuals’ support teams, concerning the many considerations, issues and options that should be addressed or may be available to them.  Special needs planning can often involve complex concepts, but it is our goal to present information in a straightforward, easily understandable manner.

 We look forward to starting a dialogue in this critically important area of estate planning.  I invite all who read our posts to share any feedback, discussion or additional information that will enhance the learning process for all of us.

 Jon  


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