A Discussion on Special Needs

Today we are joined by friend of the firm, Tara Pleat, to discuss how special needs planning has changed over the years. A well written trust is a good step but may not be enough in the modern age. Special needs planners are navigating changing diagnoses, public benefits and perceptions. Keeping a special needs child on public benefits may not be the optimal choice anymore. We discuss how these changes have affected our practice in special needs planning.

This is the third in a series regarding community foundations. An introduction can be found here.

Since 1978, the Arizona Community Foundation (ACF) has worked alongside generous individuals, families, and organizations to address some of the biggest challenges facing our state. Our Tucson office serves six counties in Southeast Arizona, bringing the strength of a statewide foundation together with deep local relationships.

With more than $1.6 billion in assets under management, ACF is the state’s largest independent provider of scholarships. Our statewide network of philanthropists and community partners connects local giving with broader opportunities for collaboration. We help donors develop customized, tax-smart charitable giving strategies that align with their goals and mobilize enduring philanthropy and strengthen Arizona’s nonprofit sector.

Contact information for the Community Foundation for Southern Arizona can be found here:

Colleen Iuliucci, Regional Director

ciuliucci@azfoundation.org

Supporting Arizona communities through charitable giving

2201 E. Camelback Rd., Suite 405B; Phoenix, Arizona 85016

In this introduction to a three-part series of Elder Law Issues podcast episodes, Fleming & Curti, PLC attorney Elizabeth Friman tackles the Community Foundation industry (and principal players) in Tucson.