BEPC Education Program: Planning for Loved Ones with Special Circumstances
AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program
ABOUT THE PROGRAM: Planning for Loved Ones with Special Circumstances
Planning for Loved Ones with Special Circumstances
Chances are we all know and love someone with emotional, intellectual, medical and/or physical challenges and so do our clients. With that love often comes what feels like insurmountable worry, How do you plan for their future? How do you know they will be ok, especially when you won’t be here anymore to love, protect and provide for them? Everyone needs some level of estate planning, no matter their asset level, but when your client’s family includes someone with special circumstances, careful planning is more than a recommendation it is critical.
In this presentation we will examine the different circumstances that can present themselves (special needs, medical needs, mental health challenges, addiction, financial vulnerability) and how to help our client adequality plan and provide for those beneficiaries.
The work begins before any legal documents are drafted or any financial plan is executed.
- Discover what the family may be reluctant to disclose
- Match the structure of key documents to benefits, capacity and risk
- Select fiduciaries who can administer under pressure
- Build an adaptable plan for the beneficiary’s lifetime
Katie Sheehan is a Managing Director and Wealth Strategist with Crestwood Advisors, LLC, in Boston, Massachusetts. She advises clients on estate planning, wealth transfer, trust and estate administration, charitable planning, and related tax matters. Prior to joining Crestwood, Katie practiced law in private practice and served as Trust Counsel for Boston Financial Management.
A nationally recognized speaker and author, Katie has presented on estate and tax planning topics throughout the country and has been quoted in numerous national publications. She is Co-Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning, President of the Boston Estate Planning Council, and serves on the Board of Directors of the National Association of Estate Planning Councils (NAEPC). Katie earned her B.A., magna cum laude, from Boston College and her J.D., magna cum laude, from Suffolk University Law School.
Program Sponsor - Thank you to Glenmede for generously sponsoring this program!
Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.
Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, January 22, 2027.
