Atlanta partner Kristen Lewis will be speaking at the Estate Planning Council of St. Louis on May 15. Her session, "Top 30 Best Practice Tips when Advising Families with Special Needs Beneficiaries," will explore how Special Needs Estate Planning differs from traditional planning, including tools and techniques, collaboration with 'allied professionals', eligibility considerations for government benefits, and the importance of person-first language.
Main takeaways from this presentation include:
Recognizing how Special Needs Estate Planning differs from traditional estate planning.
Determining which planning tools and techniques will best secure the future of the beneficiary with a disability.
Identifying the “allied professionals” who help implement a Special Needs Estate Plan.
Appreciating how eligibility for government benefits affords access to beneficial services not available on a private pay basis.
Understanding (and using) “person-first” rather than “disability-first” language when referring to a person with a disability and the consequences of their disability.
Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities and is a frequent speaker and author on this topic. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and an active member of the Special Needs Alliance, where she has served as Co-Editor of that organization’s monthly e-newsletter, The Voice. She is also a member of the American Bar Association, the New York Bar Association Elder Law Section, and the State Bar of Georgia Fiduciary Law Section.
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About The Estate Planning Council of St. Louis
The Estate Planning Council of St. Louis promotes a multi-disciplinary team approach to estate planning and increases the knowledge and skills of its members in the field of estate planning by
sponsoring the highest quality continuing education programs with speakers of national prominence in their field, and by offering its members opportunities to network with highly qualified attorneys, accountants, trust officers and financial advisors with common professional interests in service to their clients.
About Harrison LLP
Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal counsel. Founded in 2003, the firm advises fiduciaries, families, and family offices on tax matters, asset structuring, and succession planning.