Ep. 20 - Planning Financially for Special Needs Children

The Curious Incident Podcast

NYC Special Education Attorney Adam Dayan sits down with Bruce Maier, Financial Advisor and Managing Partner of Iron Birch Advisors to demystify the process of planning financially for a child with special needs. Throughout this episode, they explore ways in which parents can ensure long-term financial stability for their disabled child after they are gone by establishing a Special Needs Trust. They speak about the legal tools needed for estate planning to better protect a disabled child from being disqualified from receiving future assistance from government programs after being designated a beneficiary of assets. They also cover some common mistakes caretakers of dependents with special needs should be sure to avoid.