Estate Planning for Special Needs

This educational webinar is presented by Attorney Dera Johnsen-Tracy, a leading estate planning attorney in Wisconsin and co-founder of Horn & Johnsen SC.

In this session, you will learn how to build a strong and coordinated estate plan that protects your loved one with special needs and avoids costly mistakes.

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