Special Needs Planning Workbook: Inventory, Trust Selection, and Family Coordination

Practical special needs planning is built through deliberate inventory, careful structure selection, and family coordination. This hands-on workbook walks you through each with templates designed for real families. By the end of this course you will have an inventory of relevant assets and benefits, a structure selection rationale, a family coordination plan, a trustee selection reflection, and an attorney consultation plan. What you will learn: - How to inventory assets, benefits, and family resources relevant to planning - How to evaluate structure options with an attorney - How to coordinate across family members including siblings - How to choose a trustee thoughtfully including professional considerations - How to plan for the funding of the trust over time - How to integrate trust planning with broader estate planning - How to prepare for attorney consultations The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed legal or financial advice. This course is written for families who want practical structure. By the end you will have replaced vague intent with a documented plan ready for attorney work.