CSE - Education Series Session on Financial Planning, Special Needs Trusts & Wills

https://www.lmsd.org/community/events/view-event/~board/community-events-programs/post/cse-to-host-parent-ed-zoom-on-financial-planning-12026 The Lower Merion School District Committee for Special Education (CSE) will host an Educational Series Zoom on Financial Planning, Special Needs Trusts and Wills on Tuesday, January 20, 2026, at 7:00 p.m. The Zoom Link is: https://us02web.zoom.us/j/86297743509 This session will give families information to help them protect and plan for their children's future by sharing information about benefits such as SSI, SSDI and waiver programs, as well as planning for higher education, employment and housing. Topics to be covered will include: * Special Needs Trusts: Types and when they are appropriate * ABLE (Achieving a Better Life Experience) Accounts: Benefits and limitations * Guardianship & Power of Attorney: Understanding your options * Real-life applications and strategies for families The panelists will be: * Marilyn Mitchell, Esq. - Special Needs Planning Attorney and Partner with Herr, Potts and Potts Maril