After We're Gone: Disabilities and Estate Planning

 

two people walking away down a tree-lined road with the sun low in the sky front of them

After We're Gone: Disabilities and Estate Planning

A webinar recorded on March 31, 2022

 

ADN was grateful to partner with Everence to offer the webinar After We’re Gone: Disabilities and Estate Planning with Dennis LeFevre and Jennifer Lyle on Thursday, March 31. Additional hosts included Jeanne Davies (ADN executive director), Lyle Miller (Everence), and Mitchell Stutzman (Everence, ADN Board of Directors). The webinar recording is available at this link: https://bit.ly/after-were-gone-webinar.


Caring for someone who is dependent due to a significant disability is a major responsibility. Making provisions for that person's physical, emotional, and financial well-being after the death of the caregiver can be complex and confusing. This webinar is a resource for estate planning for families with a dependent disabled family member.


Here are some related resources: 

  • The Special Needs Alliance is one of the organizations our presenter Jennifer Lile is a part of. At their website, www.specialneedsalliance.org, you can access a directory of attorneys who understand the intricacies of disability law. Their directory is searchable by state.

  • If you are an Everence member, you are eligible for a “Will Preparation Grant,” which reimburses $50 of the cost for a new or updated will. More information can be found at this link: https://www.everence.com/living-the-values/grants-and-scholarships-and-awards. Additionally, should a Special Needs Trust be the appropriate solution for your situation, the Everence Trust Company is able to manage such a trust on your behalf.