Date and Time
Event Details
Webinar: Estate Planning Through a Disability Planning Lens
Presented By CaringTide Disability Planning
Planning for the future takes on new meaning when a loved one has a disability. This webinar breaks down what families need to know about protecting benefits, building long-term security, and keeping control of important decisions. We will cover how special needs trusts work, when to use a first-party or third-party trust, and how to avoid common mistakes that can unintentionally disrupt Medicaid or Social Security benefits. You will learn how to plan for care, name the right people in the right roles, and create a roadmap that supports your loved one across their lifetime. This session is practical, clear, and designed to help families move forward with confidence.
Recordings of these sessions will NOT be available on the WSA website. If you’re not able to join the webinar live, please register to receive a copy of the recording. The recordings will only be available for a limited time after they are distributed to registrants. Please be sure to watch the recording within 2 weeks of receipt.