EPISODE · Aug 4, 2025 · 49 MIN
Your Legacy of Love – Estate and Financial Planning for Families with Disabilities
from Together We PLAN · host PLAN|NJ
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.
What this episode covers
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.
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Your Legacy of Love – Estate and Financial Planning for Families with Disabilities
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