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Posted October 24, 2024

Partner Marion M. Walsh presented on a panel with the Special Education Legal Fund and Wealthspire Advisors in a webinar entitled “Special Needs Planning: Schools Trusts and Beyond.” The webinar focused on financial and educational planning for families with children that have special needs. Moderated by Michael Delgass, Marion presented with other professionals in the area. A comprehensive view of estate planning must include educational planning and advocacy for children and young adults with disabilities and the panel shared essential information. Marion’s presentation focused on transition planning and post-secondary planning for college and other options for your young adults with special needs.