Financial Planning, Trust & Estate Planning

Special Needs Trusts for Individuals on the Autism Spectrum

February 19, 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.

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