Tax and Financial Information for Special Needs Planning

Alternatives to Guardianship

(originally offered 4/19/2022 Presenter:  DJ Jeyaram, Attorney and Judge of Gwinnett County Magistrate Court Mr. Jeyaram specializes in Special Needs & Estate Planning, including wills, special needs trusts, guardianship, conservatorship, and Katie Beckett and NOW/COMP appeals. He is also a parent of a child with disabilities and special healthcare needs. In this webinar D. J. Jeyaram, …

Securing Guardianship for your Child with a Disability

May 09 2019 (originally offered 4/12/2022 Presenter:  DJ Jeyaram, Attorney and Judge of Gwinnett County Magistrate Court Mr. Jeyaram specializes in Special Needs & Estate Planning, including wills, special needs trusts, guardianship, conservatorship, and Katie Beckett and NOW/COMP appeals. He is also a parent of a child with disabilities and special healthcare needs. In this webinar …

Tax Preparations for Parents of Children with Special Needs

(originally offered 02/02/2011) Presenter: Jackie Wilks-Weathers, Executive Director of The Center for Financial Independence and Innovation. The webinar will focus on: •  Information on the Earned Income Tax Credit (EITC), the Child Tax Credit, and Volunteer Income Tax Assistance (VITA) centers •  Information on tax credits specific to individuals with disabilities or those with family members with …

Guardianship and Estate Planning for the Beneficiary with Disabilities

(originally offered 09/30/2010)  Presenter: David Pollan, Attorney, The Pollan Law Firm. Mr. Pollan speaks about the legal responsibilities of guardianship and estate planning and the different options available to insure that an individual’s future needs are met. Running time: 51:06 minutes. (For project evaluation purposes, Parent to Parent of Georgia may email webinar viewers a …

Planning for a Continuum of Care

(originally offered 1/16/13) Presenter: David Glass, Senior Vice President, Glass Financial Group Planning for a child with a disability requires forethought and a coordinated decision making effort. Join David Glass who is also the father of a child with a disability as he reviews a cohesive and proactive process to help parents with estate and …

Special Needs Trust and other Special Needs Planning Options

(originally offered 6/27/16) Presenter: Natalie Green, Attorney at Law Do you know how to provide for your child’s long-term financial security without jeopardizing their future benefits? If not, you won’t want to miss this webinar! Natalie Green, Attorney at Law, will share the ins and outs of special needs trusts and other funding vehicles for …