The Academy of Special Needs Planners is featured in the Wall Street Journal

  • January 21st, 2009

"An Estate Plan Built For Special Needs", an article originally published in the Wall Street Journal on October 9, 2008. Reporter Rachel Emma Silverman interviews ASNP Co-Founder, Harry Margolis and ASNP Advisory Board member, Michael Gilfix.

Gabe Molitor is no ordinary trust-fund kid: He has epilepsy and Asperger's syndrome, a form of autism. His mother, Shelby Valentine, recently set up what's known as a special-needs trust, which will provide funding to pay for some of her 30-year-old son's expenses when Ms. Valentine and her husband are no longer able to care for him.

Click here to read the full text...

Local Special Needs Planners in Your City

Planner name

Firm Name
City, State

Planner name

Firm Name
City, State

Planner name

Firm Name
City, State


Last Modified: 01/21/2009
Learn the secrets of estate planning from an expert
ADVERTISEMENT

Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts