February 17, 2026
Estate Planning for Special Needs
Speaker: Dera Johnsen-Tracy
Organization: Horn & Johnsen SC
Education Webinar Program
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.
Our Mission
What This Program Is
Our Webinar Education Program exists to educate and empower, not sell or overwhelm.
Each webinar is designed to:
- Explain complex topics in plain language
- Clarify options families may not realize they have
- Help families make informed next-step decisions
- Strengthen collaboration across nonprofits and professionals
Sessions are virtual, accessible, and open to the community.
Curriculum
Topics We Cover
Webinar topics focus on the realities of long-term planning for individuals with disabilities and their caregivers, including:
- Guardianship: when it's needed, when it's not, and alternatives
- Special Needs Trusts and estate planning basics
- Financial planning considerations for special needs families
- ABLE Accounts and benefit-friendly savings tools
- Transition planning for adulthood (18+, school exit, SSI)
- Navigating benefits without jeopardizing eligibility
Topics evolve based on community feedback and emerging needs.
Our Speakers
Who Presents
Webinars are presented by trusted, vetted professionals within Morgan's Caring Connection's Professional Network.
Presenters are selected not only for expertise, but for their ability to communicate clearly and compassionately.
Estate planning attorneys
Financial advisors
Benefits specialists
Therapists / Coaches
The Impact
Why This Program Matters
Many families know planning is important but don't know where to start, who to trust, or what applies to their situation.
The Webinar Education Program:
- Removes confusion and misinformation
- Encourages proactive planning
- Creates a shared understanding across professionals and nonprofits
- Supports stronger outcomes for families long-term
Education is one of Morgan's Caring Connection's three core programs, alongside financial support and access to trusted resources.
Schedule
Upcoming Webinars
These webinars are short, focused, and actionable — created to answer real questions families face without overwhelming them. Each session is presented by vetted professionals from our network and grounded in real-world experience.
What to Expect
How the Program Is Delivered
- Live virtual webinars (typically 60 minutes)
- Time reserved for Q&A
- Registration requested, but not required
- Follow-up resources and feedback surveys provided
- Sessions are recorded and will be posted to YouTube and our website
Organizations and partners are encouraged to share webinar opportunities with the families they serve.
With Gratitude
Thank You to Our Supporting Foundations
With heartfelt gratitude, we thank the foundations whose generosity made our Education Webinar Program possible. Their investment allows Morgan's Caring Connection to expand access to trusted information, empower families raising dependents with disabilities, and reach communities across Wisconsin with education that supports long-term planning and peace of mind.
Support Special Needs Education in Wisconsin
Your gift helps Morgan's Caring Connection deliver free, expert-led webinars to families navigating long-term planning.
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