Estate Planning for Special Needs

Supporting families with planning, resources, and financial assistance to secure the future of loved ones with special needs.

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Estate Planning for Special Needs

-This educational webinar is presented by Attorney Dera Johnsen-Tracy, a leading estate planning attorney in Wisconsin and co-founder of Horn & Johnsen SC.
In this session, you will learn how to build a strong and coordinated estate plan that protects your loved one with special needs and avoids costly mistakes.

In this webinar, you will learn:

  • Which essential estate planning documents everyone should have in place

  • The differences between the various types of special needs trusts

  • How beneficiary designations, your will, and your trust(s) should work together

  • How to avoid common planning gaps that can put benefits and assets at risk

  • How to think strategically about long-term protection and care 

Who should attend:

  • Parents and guardians of individuals with special needs

  • Families who already have a will or trust but want to be sure it is set up correctly

  • Anyone who wants clarity and confidence in their estate planning strategy 

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