Season 1 · Episode 53
Special Needs Attorney Christina Lesher - Top 5 Legal Documents Needed for Special Needs Planning
Special Needs Planning with Consolidated Planning Group · Consolidated Planning Group
March 26, 20241h 4m
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Show Notes
During this webinar, we will hear from Special Needs Attorney Christina Lesher as she shares the top five Special Needs Documents needed to prepare properly for the future of your family. Will or Revocable Trust (or both) 3rd party Supplemental Needs Trust 1st party Supplemental Needs Trust Documents for incapacity Beneficiary designation updates Join us as we explain how to successfully plan for your future.