From waivers to government benefit programs, parents need to understand how their actions (or inaction) can impact a child's eligibility for various benefits.
It is important for advisors to be aware of planning strategies to help parents to maximize benefits, plan for their loved one's future, and protect their retirement.
Derek Graham is an estate planning attorney and partner at Resch, Root, Philipps & Graham, LLC in Dublin, Ohio. Derek’s practice focuses on developmental disability law, special needs planning, guardianship and probate. Derek’s practice in developmental disability law started in 2009 when his oldest daughter was born with Down syndrome.
Derek and his wife know first-hand how confusing and complicated it can be when trying to navigate all of the medical, legal, social and benefit-related issues that families face. Derek enjoys helping to simplify the process and teach families about the legal topics that really matter to individuals with developmental disabilities.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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