Special Needs Estate Planning – Seven Overlooked Challenges (Journal Article)

Parents of children with special needs face seven estate planning challenges unique to their situation. This article will address those challenges as well as provide planning tips.

Author: Harry L. Ehrenberg, CLU, is one of the founders of the Special Needs Estate Planning Task Force, an alliance of financial advisors, attorneys, and trust officers who work with parents of children with special needs. He has been advising in this area of estate planning for over 30 years. He has lobbied at both the state and federal levels on behalf of these families. The position he advocated became part of the tax act of 1993 (OBRA 93). His expertise in this area has been recognized by the Arkansas Bar Association. He has taught the material covered in this article at continuing legal education seminars. Harry is the parent of a child with special needs.