Financial challenges

Checklist: Estate Planning for Your Special Needs Child

By Annie Stuart

Estate planning for a child with severe learning disabilities requires special approaches. Use this checklist as a starting point.

Special Needs: A Letter of Intent
Special Needs Trust
Special Needs Estate Planning Attorneys
Guardianship and Conservatorship

About the Author

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Portrait of Tara Ann Pleat

Tara Anne Pleat, J.D., is a lawyer that specializes in special needs estate planning and trust and estate administration.

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