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Financial Planning for
William Parker, C.S.A., C.E.P., is the Chief Executive Officer and President of Senior Financial, a fee based money management firm headquartered in Harrisburg, Pennsylvania. Senior Financial is one of the largest and oldest independent money management firms in Central Pennsylvania. William's knowledge and understanding of specific areas of interest for the Fragile X community include: Conservatorships, Trusts, Wills and Advanced Estate Planning. He is the father of five children three of whom are affected by fragile X syndrome.
Prepare for the Future By: Martha A. Churchill and Patricia E. Kefalas Dudek Editor's Note: This article was written by attorneys in Michigan and is based on both Federal and Michigan Law. Any individual or family considering establishing a special needs trust should only do so after consulting with an attorney in your locality familiar with both the law of your state and federal law. Martha A Churchill is a solo practitioner in Milan, Michigan. She belongs to NOSSCR, National Organization of Social Security Claimants Representatives, and serves as Vice President of "Friends of the Developmentally Disabled" in Ann Arbor, Mi. She is the settlor of a special needs trust for the benefit of her brother. Patricia E. Kefalas Dudek is in the law office of Beier Howlett, P.C. in Bloomfield Hills, Michigan. Her concentration includes elder law, Medicaid and estate planning, estates/trusts administration, probate, administrative law and disability rights. She also represents people in securing the support services they need to play, work and live fully in their communities.
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While the impact of fragile X syndrome on an individual is significant,
it does not necessarily shorten the life of the person. As a result, it is important to make long-term plans to provide for the needs of persons with fragile X syndrome. |
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