How to Protect Your Child Legally and Financially

Andrew Cohen, Esq. and Mitch Weisbrot, CLU, ChSNC will have a table here at the library to promote their legal and financial preparations crucial to safeguarding assets and benefits for your child with special needs. Andrew and Mitch are fathers of children with disabilities. Their personal experience and professional expertise enable them to help other parents navigate the confusing and emotional aspects of estate planning to best serve the interests of each child throughout his or her lifetime.

They will be able to discuss the following topics:
▪ Government benefits for individuals with disabilities
▪ How to preserve assets without disqualifying eligibility for government benefits,
including through the use of ABLE Act provisions
▪ Customizing an estate plan for a special needs family
▪ Supplemental needs trusts – how they work and why they’re useful
▪ Strategies for funding trusts
▪ Selecting a trustee and administering the trust
▪ Guardianship – who will make the important decisions when your child with
special needs turns eighteen?
▪ Letter of Intent – information provided to future caregivers