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Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne



Special needs planning is critical for families in ensuring children and adults with special needs are protected.

In this episode, John and Michael Parise speak with Michael Byrne, a partner at Lighthouse Planning Consultants. Mike addresses many of the misconceptions surrounding families with a dependent adult with special needs, like SSI eligibility and ABLE accounts.

In this episode, you will learn:

  • Key benefits that families rely on to care for children with special needs
  • Why it can be difficult for families with special needs dependents to receive advice 
  • Legal tools you can put in place to protect your adult child with special needs
  • The value of a special needs trust and how it helps families
  • What an ABLE account is and how it benefits families with adults with special needs
  • And more!

Tune in to learn about special needs planning, trusts, ABLE accounts and more that can help families!

Resources: Copper Beech Financial Group | Lighthouse Planning Consultants