Estate Planning for Loved Ones with Disabilities: Building a Vision for the Future

Adult Enrichment / Technology, Finance & Career -

Winter 2026

Planning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special Needs Trust to protect benefits, manage taxes, and allow family contributions. Explore selecting the right trustee, including the potential role of siblings, and how to build oversight and support into the plan. We’ll also cover non-legal tools, such as assembling a support team and creating a “memo of intent” to guide future caregivers. Designed for parents, caregivers, and family members who want to ensure their loved one thrives.

Instructors

David W. Adams, Esq.

David Adams, Esq. is a resident of Arlington and founding partner at Pathway Law LLC, a firm specializing in estate planning, elder law, charitable planning, probate, and estate administration. Visit PathwayLaw.com

Susan Traganos

Susan is a senior paralegal and client coordinator at Pathway Law. With over two decades of legal expertise, including sixteen years at Pathway Law, she has assisted thousands of families with their estate planning and probate needs. As the mother of an adult son with special needs, Susan deeply values the extra time and consideration required to navigate life's challenges. She feels privileged to witness the strength, courage, and love within the special needs communities she is involved in.