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News & Knowledge

Get news and information about planning for those living with disability and special needs. Find resources for families, caregivers, and financial professionals.

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25 Results
Nurse taking care of a special needs child
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Special Needs Planning | Insights

Special Needs Trusts for Gifting and Inheritance

October 30, 2025

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Special Needs Planning | Insights

An Overlooked Deduction for Families Caring for Those with Special Needs

By Thomas M. Brinker, Jr.

May 28, 2020

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Special Needs Planning | Insights

Tax Strategies for Special Needs Families

April 09, 2021

Terry Parham Jr, Terrell Dinkins, and Scott Winslow sitting and talking to each other
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Philanthropic Planning Retirement Planning | Insights

How Specialized Planning Knowledge Can Support Client Goals

April 29, 2026

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Special Needs Planning | Insights

Special Planning for Individuals with Special Needs: An Inside Look

May 18, 2020

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Special Needs Planning | Insights

Financial Planning for a Loved One with Special Needs

March 20, 2021

Downtown Orlando
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Special Needs Planning | Press

Announcing the 2026 Advanced Special Needs Planning Symposium

March 25, 2026

Woman caring for woman with special needs
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Special Needs Planning | On-Demand Webcasts

Advanced Insights for Special Needs Planning

By Joellen Meckley

November 12, 2025

Young professional on a virtual meeting at his desk
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Special Needs Planning | On-Demand Webcasts

Fundamental Insights for Special Needs Planning

By Joellen Meckley, Thomas M. Brinker, Jr.

October 20, 2025

knowledge hub
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Special Needs Planning | Insights

Sophia Duffy Discusses Planning for Incapacity

December 11, 2023

Attendees listening to a session at ASNP conference
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About The College Representation | Insights

Cultivating a Community of Commitment

December 23, 2024

knowledge hub
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Special Needs Planning | Insights

Joellen Meckley on How to Support Women Caregivers

April 12, 2024

Elderly retired woman smiling in bed
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Retirement Planning Special Needs Planning | Insights

Crafting Long-Term Care Conversations

February 11, 2026

Long Term Care RT
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Special Needs Planning Retirement Planning | Insights

Long-Term Care Planning: Key Questions for Clients

June 25, 2025

Photos of Kaylee Ranck and Joellen Meckley against a beach sunset background
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Retirement Planning Special Needs Planning | Insights

Long-Term Care Strategies in Retirement Planning

April 16, 2025

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