Julieanne E. Steinbacher
Steinbacher, Goodall & Yurchak
About this speaker
Trust & Estate Planning for Families with a Special Needs Child
Attorney Julieanne Steinbacher has 20 years of experience helping clients who have children with disabilities draft and structure wills, special needs trusts and related documents and services. She has also written extensively for both attorneys and consumers on the topic.
In Julieanne’s session, you will learn:
- The basic legal documents that everyone should have.
- Why you should review any existing legal plan periodically to make sure it’s still in good order and current with the law.
- What you need to know before meeting with an attorney.
- The differences between Power of Attorney vs. Guardianship.
- Key differences between a 1st Party Special Needs Trust, 3rd Party Supplemental Needs Trust, and a Pooled Trust.
- Who should be a Trustee?
- How can life insurance provide a benefit to an estate plan?
- Funding a Special Needs Trust – what assets should you consider?
- How to compose a summary of your wishes.
- Recent changes to laws affecting individuals with special needs.
*Please note: When you register below, you are automatically registered for all talks.