As a Wealth Manager and Trust Administrator at LNW, my professional focus is on special needs planning. I have dedicated my career to supporting trust beneficiaries and their families who are living with disabilities. I continually research and stay updated on the latest financial planning strategies to help my clients navigate both the expected and unexpected events that life can bring.
Staying informed is essential in this field, and I rely on reputable organizations like the Special Needs Alliance. Their website offers a wealth of resources, including an Information Center and the Special Needs 101 section, both of which I visit regularly. I also subscribe to their monthly email updates, which consistently provide valuable insights and guidance for families and professionals alike.
Recently, I came across an informative article co-authored by the Special Needs Alliance and the National Academy of Elder Law Attorneys (NAELA). The article outlines five key things you need to know about special needs planning—a must-read for anyone considering a special needs trust or developing a financial plan for a loved one with disabilities. If you or someone you know is exploring options for special needs trusts or financial planning for individuals with disabilities, the team at LNW is here to help. We specialize in providing personalized guidance and support to families, ensuring that your loved one’s future is secure and well-planned.
Below is more information on the two organizations that co-authored the article.
Special Needs Alliance (SNA) – They are a national non-profit organization made up of law firms that provide legal help and financial planning to families with loved ones who have special needs. They are known for their expertise in the laws surrounding disability, special needs, and elder issues.
National Academy of Elder Law Attorneys (NAELA) – This is an academy of Elder Law Attorneys dedicated to improving the quality of legal services provided to older adults and people with disabilities. They equip attorneys for the complexity of serving their clients, through education, advocacy, and community.
