Special Needs Planning | Fall 2025 – Video Replay

In this program, Bernie and Joel Krooks explore the critical importance of special needs planning and the profound impact it can have on individuals and their families.

Topics will include:

• Means-Tested Government Programs:

A discussion of key government benefits such as Medicaid and Supplemental Security Income (SSI) that have means-testing requirements, and how planning can protect eligibility.

• Types of Special Needs Trusts:

An overview of first-party, third-party, and pooled trusts, and when each type is appropriate.

• Family Considerations:

Insight into how thoughtful planning can provide long-term financial security and peace of mind for families supporting a loved one with special needs.

Speakers

Bernard A. Krooks, Esq., Littman Krooks, LLP

Joel Krooks, Esq., Littman Krooks LLP