Season 1 · Episode 43
Top 5 Legal Documents Needed for Special Needs Planning
Special Needs Planning with Consolidated Planning Group · Consolidated Planning Group
June 21, 20231h 0m
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Show Notes
During this webinar we will be joined by Christina Lesher, a Special Needs Attorney, to learn 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.