Estate Planning Essentials and Guardianship/Conservatorship Options
Watch the webinar and then view the associated materials below.
Class Overview – A focused look at the necessity of comprehensive estate planning and understanding the key components of guardianship and conservatorship tailored for family members who have a loved one with special needs.
Why It Matters – Legal documents can be intimidating, but they are the foundation of your loved one’s security. We’re here to help you understand the different types of Special Needs Trusts, clarify how they function within your broader legal plan, and outline the steps to ensure your family has the right coverage in place. In addition to structures like Special Needs Trusts, we will cover the critical legal distinction between guardianship and conservatorship to help families navigate ongoing legal and ethical duties associated with being a court-appointed decision-maker.
Action Item – Complete the Estate Planning Attorney Worksheet to determine who will play what roles in your estate.
Estimated Completion Time:
- Video: 1 hour (estimated)
- Worksheets: 30 minutes (estimated)
Attend a Q&A Session: As you complete the webinars, questions will naturally arise. Join our live Q&A sessions to get your answers. Please ensure your questions for each session are focused on its dedicated topic. All Q&A session recordings will be posted here for those unable to attend live.
Upcoming Webinar Q/A Session:
September 9th 2026 Webinar – Estate Planning Essentials and Guardianship/Conservatorship Options
Angelman Syndrome Foundation is not an affiliated entity of Simplicity Wealth, LLC. Simplicity Wealth provides charitable support to the Angelman Syndrome Foundation. Angelman Syndrome Foundation does not endorse or recommend any investment advisory services or products.
