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    Effective Planning for a Family With Special Needs Considerations

    Trusts & Estate’s Magazine
    June 2019

    Ann Koerner & Martin M. Shenkman  

    The importance of collaborative professional practice is essential when consulting with families with special needs considerations.
    Too often, practitioners view this issue as merely planning for children with special needs, but the number of clients affected is much broader. An “individual with special needs” from a planning perspective can be broadly defined as anyone who requires support of another to achieve a defined quality of life. This includes individuals challenged by developmental disability, mental illness, physical disability and altered functional abilities due to aging. The sheer number of clients affected is staggering. Estimates indicate that there are 61 million Americans living with chronic illness and disability, and six out of 10 adults have chronic illness.

    Read their commentary here.

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