Special Needs Legal & Financial Planning

Description

Event: Special Needs Legal & Financial Planning

Date: Tuesday, January 6, 2026

Time: 7:00 - 8:30 PM

Format: Hybrid, LPD Conference Room, 1575 Mass Ave, Lexington MA

Hosted by: Lexington SEPTA

Description:

Join Pooja Arora, Esq., LL.M. (My Special Legal Planning) and Amit Chawla for a practical session on planning for your child's long-term financial and legal security.

This session will cover:

  • Understanding Special Needs Trusts (first-party and third-party)
  • Exploring guardianship and alternatives
  • Coordinating SSI, SSDI, and DDS benefits
  • Building a comprehensive financial strategy for the future

Pooja and Amit bring deep expertise in estate and financial planning for families caring for individuals with disabilities. They have generously waived the honorarium to give back to the Lexington community.

Who should attend: Parents, caregivers, and professionals supporting children and adults with special needs.

Questions?

📧 lexsepta@gmail.com

🌐 lexsepta.org


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LexSepta is inviting you to a scheduled Zoom meeting.
Join Zoom Meeting
https://us02web.zoom.us/j/88459961319?pwd=as4UGFAz6dMgmTvMNaCh9H2etU29MW.1

Meeting ID: 884 5996 1319
Passcode: 059239

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+13126266799,,88459961319#,,,,*059239# US (Chicago)
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Join instructions
https://us02web.zoom.us/meetings/88459961319/invitations?signature=KsPHWrCywBqH775UaF3sWQIc64j7YxbjWl-QOiQ8HWc


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Location
https://us02web.zoom.us/j/88459961319?pwd=as4UGFAz6dMgmTvMNaCh9H2etU29MW.1
Date/Time(s)
Tuesday, January 6, 2026 7:00pm – 8:30pm
Calendar