What to Consider When Estate Planning for Special Needs Children – EP. 49 – Life’s Third Act

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TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to explore the topic of how to estate plan for adult children with special needs.

All parents have certain considerations when crafting their estate plans. However, estate planning becomes even more complex and important when mental illness or disability impairs their child’s ability to care for themselves. Ms. Windsor discusses special needs trusts, who oversees the trust, and the difference between guardianship vs. conservatorship. She also takes a deep dive into the MO Able program which helps to provide financial independence and empowerment for individuals with disabilities.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.