News & Resources

Smart Advice Insight

Washington Trust Wealth Management Blog


Timely advice & commentary about investing, taxes, financial planning and more.

Special Needs Trusts for Individuals on the Autism Spectrum II (Emphasis on MA laws)
By Washington Trust / February 10, 2021

Caregivers and loved ones of individuals on the spectrum often find it difficult to plan for their future. Many function as de facto DIY caregiver, and have to be hyper-focused on the immediate present, dealing with day-to-day issues and trying to avoid or handle crises and flare-ups. It also can be difficult to predict what might be necessary for the future, since the impact of ASD can change over time, and the range of needs and challenges vary widely.

With all that in mind:

  • Why would folks on the spectrum require/benefit from special planning? 
  • How can special needs trusts meet that need?

This webinar features Kimberly I. McCarthy, Esq., Senior Vice President, Chief Tax & Benefits Officer, Head of Client Services, Washington Trust Wealth Management, Lauren K. Drury, J.D., Vice President, Chief Wealth Management Fiduciary Officer, Washington Trust Wealth Management, Anna Johnson, Head of School at The Wolf School and Lisa M. Cukier, Esq. Partner, Burns & Levinson.

Watch the video now:

Comments are closed.

The opinions expressed in this blog are those of the author and may not reflect those of Washington Trust Wealth Management. The information in this report has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Any opinions expressed herein are subject to change at any time without notice. Any person relying upon this information shall be solely responsible for the consequences of such reliance. Performance is historical and does not guarantee future results.

Such information does not constitute legal or professional advice as all situations are unique and are based on individual facts and circumstances.

Subscribe to Our eNewsletter

Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit Not Insured by any Federal Government Agency