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Estate Planning for Families With Special Needs
Tue August 15, 2017: 11:00 am-12:30 pm EDT
Planning for the future is something everyone should devote substantial time and thought to but especially families with special needs. This session will explore the importance of this type of planning and decision-making. We will explore estate planning considerations across the life cycle for families with special needs. We will also discuss documents such as powers of attorney and trusts, including a revocable living trust and a special needs trust. Lastly, we will look at considerations for needs-based public benefits such as Supplemental Security Income (SSI) or Medicaid.
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Dr. Martie Gillen is an Assistant Professor and Extension Specialist for the Department of Family, Youth, and Community Sciences, in the Institute for Food and Agricultural at the University of Florida. She joined the Department in June, 2011. Her appointment is 70% teaching and 30% Extension. She has a BA in Business Administration from Morehead State University and a MBA from Sullivan University. She earned her Doctorate in Family Studies from the University of Kentucky. She also earned a Graduate Certificate in Gerontology and a Graduate Certificate in Applied Statistics from the University of Kentucky.