Karen R. Mills to Share Special Needs Planning Insights with William Blair Professionals

07.20.23

Aronberg Goldgehn’s Karen R. Mills will detail special needs planning as a guest speaker to William Blair professionals on Thursday, July 20.

Karen’s presentation will educate attendees on special needs planning and allow for questions to enhance attendees’ understanding of the process. Karen will cover topics such as:

• What does special needs planning involve?
• What is a special needs trust?
• Why establish a special needs trust? Who needs one?
• What requirements must be met to qualify for a special needs trust?
• Can a special needs trust be set up for a disabled adult, or just a child?
• If the recipient is from a high-net-worth family and the family can pay for the recipient’s private health insurance, do they still need a special needs trust?

William Blair is a financial services company with nearly nine decades of experience. The firm’s client services focus on investment banking, investment management and private wealth management.

Karen concentrates her practice on estate planning, trust and estate administration, probate litigation, special needs planning, asset protection and guardianships for minors and adults with disabilities. Her practice also involves advising clients with respect to taxation, business and asset protection and long-term care planning.