Transition Planning: Creating a Team to Carry On

A teacher, a student using a whine cane and her parent walk towards the school entrance.
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March 22, 2019 - 1:00pm to 3:00pm
Grousbeck Center
United States
175 North Beacon Street
Watertown, MA 02472

Shepherd Financial Partners presents:
Transition planning: Creating a Team to Carry On

A Team to Carry On covers the considerations beyond the wills and trusts: the details of living.

Planning for an individual with special needs requires a different team: a team of professionals, friends and family members who will form an infrastructure to carry on even when you are no longer there.

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Planning for the future of an individual with special needs requires marshaling financial resources but even more importantly, arranging for the human resources to carry on in the role of the parents. While no one person can duplicate what a parent does, the family should identify a person who will captain a team with at least three members with distinct roles: a trustee, a guardian and a money manager. Having a team provides the checks and balances that protect against any conflict of interest.

Contact denise.fitzgerald@perkins.org with any questions.

Event Date: 
March 22, 2019 - 1:00pm to 3:00pm
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