Introduction | Special Needs Academy

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Estate Planning Masterclass

Welcome to the Special Needs Estate Planning Masterclass!

Introduction
Unit 1: What is Estate Planning?

Module 1: Documents for Your Plan

Unit 2: Common Planning Documents
Unit 3: Durable Powers of Attorney
Unit 4: Wills
Unit 5: Trusts
Unit 6: Special Needs Trusts
Unit 7: First & Third-Party Special Needs Trusts

Module 2: Who's Going to Be There for Your Family When You're Gone

Unit 8: Guardians for Your Children
Unit 9: Selecting Your Trustee

Module 3: Ensuring that Your Special Needs Child Has Access to Assets

Unit 10: Funding Your Plan
Unit 11: ABLE Accounts

Module 4: Next Steps

Unit 12: Finding Your Planner

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Introduction

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