2025-2026
EDUCATIONAL SERIES, meetings & events:
The LMSD CSE invites you to join us on Tuesday, January 20th, on Zoom at 7:00 p.m. for:
Financial Planning, Special Needs Trusts, and Wills
Zoom: https://us02web.zoom.us/j/86297743509
The district event page can be found here: https://www.lmsd.org/community/events/view-event/~board/community-events-programs/post/cse-to-host-parent-ed-zoom-on-financial-planning-12026
The Lower Merion School District Committee for Special Education (CSE) will host an Educational Series Zoom on Financial Planning, Special Needs Trusts, and Wills on Tuesday, January 20, 2026, at 7:00 p.m.
This session will give families information to help them protect and plan for their children's future by sharing information about benefits such as SSI, SSDI, and waiver programs, as well as planning for higher education, employment, and housing.
Topics to be covered will include:
The panelists will be:
This event is open to LMSD parents, guardians, and staff.
Financial Planning, Special Needs Trusts, and Wills
Zoom: https://us02web.zoom.us/j/86297743509
The district event page can be found here: https://www.lmsd.org/community/events/view-event/~board/community-events-programs/post/cse-to-host-parent-ed-zoom-on-financial-planning-12026
The Lower Merion School District Committee for Special Education (CSE) will host an Educational Series Zoom on Financial Planning, Special Needs Trusts, and Wills on Tuesday, January 20, 2026, at 7:00 p.m.
This session will give families information to help them protect and plan for their children's future by sharing information about benefits such as SSI, SSDI, and waiver programs, as well as planning for higher education, employment, and housing.
Topics to be covered will include:
- Special Needs Trusts: Types and when they are appropriate
- ABLE (Achieving a Better Life Experience) Accounts: Benefits and limitations
- Guardianship & Power of Attorney: Understanding your options
- Real-life applications and strategies for families
The panelists will be:
- Marilyn Mitchell, Esq. – Special Needs Planning Attorney and Partner with Herr, Potts and Potts. Marilyn will provide an overview of the legal foundations for planning, including trust structures, ABLE accounts, and guardianship considerations.
- Branden R. Sacks, CFP®, CRPC®, ChSNC® – Founder & Managing Partner, Collaborative Wealth Advisory. With over 15 years of experience working with special needs families, Branden will share practical examples of how these tools have been applied in real-life planning scenarios.
This event is open to LMSD parents, guardians, and staff.
