Elville Legacy Series: Planning for a Loved One With Special Needs
Creating a Lifetime Plan for Security, Independence, and Peace of Mind
Every family wants to know their loved one will be cared for if they are no longer able to do so themselves. For families caring for an individual with disabilities or special needs, that question often carries even greater importance.
Join Elville and Associates’ Managing Principal and Lead Attorney, Stephen R. Elville, for this complimentary educational webinar exploring how thoughtful legal, financial, and long-term planning can help protect your loved one’s future while preserving their independence, dignity, and quality of life.
This presentation goes beyond special needs trusts to examine the broader planning process every family should consider. You’ll learn how public benefits, estate planning, financial planning, advocacy, and trusted decision-makers work together to create a comprehensive plan that adapts as life changes.
During this webinar, you’ll learn:
- Why planning early provides greater flexibility and peace of mind.
- How government benefits such as SSI, SSDI, Medicaid, and Maryland ABLE fit into an overall planning strategy.
- The role Special Needs Trusts play in protecting assets while preserving public benefits.
- How to choose trustees, caregivers, advocates, and other trusted decision-makers.
- Why a Memorandum of Intent may be one of the most valuable planning tools for your family.
- How attorneys, financial advisors, CPAs, care managers, and other professionals can work together as part of your planning team.
- Common planning mistakes that can jeopardize benefits or create unnecessary hardship for families.
To RSVP for the presentation and receive your personal link to attend, please click here.
Whether you’re planning for a child, sibling, spouse, or another loved one with disabilities, you’ll leave with a clearer understanding of the decisions ahead—and practical steps you can take today to build a plan that protects them for years to come.
