2026 Special Needs Trust Workshop Part III

This video is continued from Part II:    • 2026 Special Needs Trust Workshop Part II   In the final part of our 2026 Special Needs Trust Workshop, Michael—a financial advisor with over 25 years of experience and a fellow parent of a child with special needs—shares a deeply personal and practical look at how families can calculate and fund their loved one's future financial needs. Michael breaks down how to balance your own retirement planning with building a lifelong safety net for your child, ensuring their quality of life is protected long after you are gone. 00:00 Special Needs Financial Planning: Roadmap & Letter of Intent 03:26 Special Needs Planning: Using Life Insurance to Fund a Trust 06:01 Special Needs Planning: Common Financial Mistakes to Avoid "Leaving this workshop or leaving this seminar and not doing anything." 08:27 Choosing Your Village: Identifying Future Trustees & Caregivers 09:36 How to Fund a Special Needs Trust on a Tight Budget 11:12 Letter of Intent resources Letter of Intent Example: https://thearc.org/free-planning-guid... 11:46 Do You Need a Special Needs Financial Planner too? 12:53 How to Calculate the Future Financial Needs of a Child with Special Needs Please email [email protected] if you would like to receive a copy of the handouts from this workshop. 🌐 St. Louis Arc Website: https://www.slarc.org/ 📅 St. Louis Arc Calendar of Events: https://www.slarc.org/programs/calend... 📧 Weekly eNewsletter Sign-Up: https://www.slarc.org/get-involved/si... 👥 Facebook:   / stlouisarc   📸 Instagram:   / stlouisarc   #stlouisarc #specialneedstrust #FinancialPlanning