A Deep Dive Into Planning for the Client with a Disability

Vivian Villers, CFP®, AIF®, CWS®, Sage Planning

July 15, 2020

This presentation will provide information that fiduciaries need in order to have the knowledge and competence to advise clients who have a child with a disability. Discussion will include a comparison of trusts and ABLE accounts with review of funding methods. Beware the Social Security Family Max which could reduce a child's benefit. And finally, plans for emergencies and the future; lessons learned when a family member was killed with no plan for their adult child.

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