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"THE FUTURE IS BRIGHT" 

A Special Needs Planning Podcast

We have partnered with Special Needs Planning with M.P. Butterworth and Associates for a mini "podcast" type series focusing on how to prepare, financially and legally, for a loved one with special needs. See below to browse all available episodes.

 

CURRENT EPISODES

 

Episode One
Common Mistakes in Special Needs Planning

In this episode we discuss common errors that are made when planning for a loved one with special needs, as well as how to make sure you avoid these common errors and misconceptions.


Guests: Michael Butterworth, ChFC, CLU, RHU, CLTC, AAMS, CFBS, CRPC, AWMA, AEP, ChSNC, CASL, RICP

 

Episode Two
Social Security Overpayment Issues

Receiving an overpayment letter from SSA can be an extremely scary and confusing experience. We will cover why most overpayment issues happen, what to do if you find yourself in an overpayment situation, and how to avoid them in the future.

Guests: Michael Butterworth, ChFC, CLU, RHU, CLTC, AAMS, CFBS, CRPC, AWMA, AEP, ChSNC, CASL, RICP

Christopher Butterworth, ChSNC

 

Episode Three
Probate vs. Non-Probate Property In a Special Needs Estate Plan

In this episode, I discuss the key differences between probate and non-probate property. I also discuss what needs to be done to make sure both types of assets flow appropriately to an adult disabled child's special needs trust. 

 

WEBINARS

We also offer live and pre-recorded informational webinars on our Facebook page. Please click the link to be directed to the webinars. Current webinars are listed below. Additional webinars will be released in the Summer of 2021.

SUPPORTED DECISION MAKING 

USING THE GUARDIANSHIP TRACKING SYSTEM

GUARDIANSHIP AND POWERS OF ATTORNEY 

ABLE ACCOUNTS AND SPECIAL NEEDS TRUSTS 

Image by Annie Spratt