How Life Insurance Can Fund A Special Needs Trust

What will happen to my child with special needs when I am gone?

This is a question that parents of children with special needs will eventually have to ask themselves. While this is a topic that is often avoided, it is one of the most critical issues to address sooner rather than later. Our May Lunch With An Expert (LWAE) webinar will provide answers to these question to help you get started on the path to start planning for your child's future.

Discussion will revolve around the following:

  • How does a Life Insurance Trust work?
  • What are the benefits to your child?
  • Are there any negatives to funding a Special Needs Trust with Life Insurance?
  • What are the next steps to begin planning for my child's future?

There will be 10 to 15 minutes allocated to address questions from the audience. We encourage you to submit your questions prior to the event.

SL Webinar Series

is an ongoing series of FREE, highly interactive webinar that allows you to take advantage of learning from, and asking questions of ABA practitioners and other professionals with deep expertise in ABA and Autism related topics.

  • Cost: FREE
  • Date: Wednesday, May 21, 2014
  • Time: 12:00 - 1:00PM EST
  • Length: 60 minutes
  • Format: 45 minutes content presentation;
    15 minutes of live Q &A

Michael Stern, AVP

Michael Stern is an Advanced Planning Specialist for Advanced Wealth Partners LLC. Prior to Advanced Wealth Partners LLC Michael was with Mass Mutual and Navigators Insurance Co specializing with all types of Life Insurance programs, Long Term Care, Estate and Trust Planning.

As a grandfather and with a child with special needs, he now specializes in making sure that parents can understand the financial responsibilities that will occur as they get older.

To talk to Michael email