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The How and Why of Estate Planning

July 6, 2023 @ 11:00 am - 12:30 pm EDT


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.


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

Continuing Education

  • Certified in Family and Consumer Sciences (CFCS): This course is awaiting approval for 1.5 CE credits from the American Association for Family and Consumer Sciences (AAFCS) for CFCS.
  • Certified Family Life Educators (CFLE):  This program has been approved by the National Council on Family Relations (NCFR) for 1.5 CE credits for CFLEs.
  • Social Work, LPC, LMFT: Programming approval for 1.5 CE credits will be obtained for Social Work, Licensed Professional Counselors, and Licensed Marriage & Family Therapists from the University of Texas at Austin, Steve Hicks School of Social Work. Check with your state licensing agency for reciprocity and/or credit approval if licensed for other professions or in one of the following states: CO, FL, HI, IA, KS, KY, NY, ND, OH, OK
  • Case Manager: This program has been submitted to the Commission for Case Manager Certification for approval to provide board certified case managers with 1.5 clock hours.
  • Board Certified Patient Advocates: This program has been pre-approved by The Patient Advocate Certification Board to provide continuing education credit to Board Certified Patient Advocates (BCPA). The course has been approved for a total of 1.5 CE contact hour, of which 0.0 are in the area of Ethics.
  • Accredited Financial Counselors (AFC): This webinar has been approved for 1.5 CE credit.
  • Certified Personal Financial Counselors (CPFC):This webinar has been approved for 1.5 CE credit.
  • Certificates of Attendance are available for providers interested in documenting their training activities.

Event Materials


July 6, 2023
11:00 am - 12:30 pm EDT
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How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at

More Info

On-Demand Webinars
Continuing Education Credits Available
Webinar URL
Webinar ID
Webinar ID: 886 2038 0457
Dial in numbers
If you are unable to connect to Zoom or access YouTube
dial in by phone: 1 301 715 8592
International numbers
International numbers available: