Critical Legislative Changes Impacting Disability and Special Needs Planning

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This session offers financial advisors a critical update on recent and emerging legislation affecting financial and legal planning for individuals with disabilities. With a focus on the newly passed “One Big Beautiful Bill Act of 2025,” the session explores anticipated changes to ABLE accounts, public benefit eligibility, trust planning, and family caregiving incentives. The program will also review recent SSA, Medicaid, and guardianship reforms, providing advisors with tools to ensure client plans remain compliant and comprehensive amidst shifting laws and policy. The panel will explore real world case examples to help advisors anticipate how their clients might be impact and offer action steps to apply updates directly to practice.

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Identify key provisions of the “One Big Beautiful Bill Act of 2025” that impact financial planning for families with disabilities.
• Evaluate how federal benefit program changes (e.g., SSI, Medicaid) intersect with new legislative provisions.
• Anticipate changes in caregiving credits, guardianship alternatives, and disability-related deductions.
• Adjust estate and financial plans to align with the evolving legal framework and client goals.

Presenters

Roxanne Chang, JD

Beth Manes, JD

Brian Lindberg

Victoria Sulerzyski, JD

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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