About This Webinar
Estate planning may be one of the most important and overlooked aspects of caregiving. When a proper estate plan is not in place, individuals and families may face a variety of issues affecting finance, housing, benefits, and services, among others. This webinar, designed for service providers and caregivers alike, highlights the importance of estate planning and focuses on plans that involve individuals with special needs. Join this interactive session to examine government programs designed for individuals with special needs, basic estate planning documents, first-party and third-party special needs trusts, general considerations for selecting fiduciaries, and other related topics.
Learning Objectives:
- Develop a greater appreciation for the benefits of estate planning and the critical need for such plans in families with special needs.
- Define the role that special needs trusts and ABLE accounts play in a special needs estate plan.
- Identify tips for selecting an appropriate trustee, transferring assets to the trust, spending funds from the trust, and dealing with common trust administration issues.
- Review strategies to protect eligibility for needs-based government benefits while providing supplemental funds to enhance the quality of life for an individual with special needs.
Presenter
Alison Packard
The Packard Law Firm
San Antonio, Texas
Alison Packard is a special needs planning attorney with the Packard Law Firm in San Antonio, Texas. Her practice focuses on estate planning (including special needs trusts), guardianship, alternatives to guardianship, general probate work and government benefits eligibility. Alison’s passion for her practice comes from her personal life as the mother to a beautiful 29-year-old daughter with significant special needs. Alison knows what it means to fight for a child with disabilities. She understands the worry that parents have as they plan for children who will always need resources, supports and services. Alison finds great joy in helping others on this journey.
Continuing Education (CE) Credit
- Accredited Financial Counselors (AFC): This webinar has been approved for 1.5 CE credit. Eligibility for CE will close on 7/6/26
- Certified Personal Financial Counselors (CPFC):This webinar has been approved for 1.5 CE credit. Eligibility for CE will close on 7/6/26
- Certificates of Attendance are available for providers interested in documenting their training activities.
Event Materials
