Together We PLAN

Author: PLANNJ

Together We PLAN, hosted by Ellen Nalven, M.Ed., Executive Director of PLANNJ, is dedicated to advocating for and uplifting individuals with disabilities and their families. Episodes featuring disability rights advocates, family members, and legal experts delve into the unique experiences of those living with disabilities.
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Language: en

Genres: Business, Non-Profit

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Your Legacy of Love – Estate and Financial Planning for Families with Disabilities
Episode 9
Monday, 4 August, 2025

In this deeply informative episode, Ellen Nalven and Nancy Dilliplane of PLAN|NJ are joined by nationally recognized elder law attorney Tom Begley, Jr. and associate attorney Emily Schurr to explore the practical and emotional landscape of estate and financial planning for families with disabilities.From the role of special needs trusts to the myths around disinheriting a child for the sake of public benefits, our guests share real-life examples, hard-earned legal wisdom, and compassionate advice for building a solid legacy of care. Whether you're just beginning your planning journey or need a gut check on your current approach, this episode offers invaluable guidance for safeguarding your loved one’s future.