Legal Planning and Alternatives to Guardianship

Presented by Ken Shulman, Day Pitney & Barbara Jackins, Attorney Legal Planning for Special Needs

This workshop will focus on estate planning, which is important to ensure an adult child of long-term financial security and to make sure that financial systems are in place to protect both assets and any benefits an adult may be receiving. The workshop will also discuss alternatives to guardianship that are appropriate for adults with Asperger profiles.

Ken Shulman is an attorney at the firm of Day Pitney, LLC. His general estate planning practice includes estate planning and related issues for elders and for families who have disabled children. He is a former board member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys. Ken regularly speaks to consumer groups, professionals in the field, and others interested in issues related to aging, disability, advocacy, financial planning, and the preservation of government entitlements. He has served as a board member for several human service agencies, including the Greater Boston ARC, and has also served as a consultant to the Massachusetts Office of Handicapped Affairs, the Massachusetts Disability Law Center, and the Massachusetts Mental Health Legal Advisors Committee. He is past-chair of the Elder and Disability Planning Committee of the Boston Bar Association, He is a past member of the Board of AANE and current a member of the Executive Advisors Committee. He also served on the Combined Jewish Philanthropies Committee on Disabilities and on its Committee on Caring and Social Justice. Ken frequently represents clients in guardianship matters and often serves as a trustee for families. Ken is the co-author of Managing a Special Needs Trust: A Guide for Trustees (DisAbilitiesBooksPress, LLP., 2019). Ken is a graduate, with distinction, of Northwestern University and earned his J.D. from Boston University School of Law.

Barbara Jackins is an attorney in Lexington, MA. For over 40 years, she has been assisting people with disabilities and their families with guardianship, housing, special needs trusts, and public benefits. She has written several books on disability-related topics, most recently Legal Planning for Special Needs in Massachusetts: A Family Guide to SSI, Guardianship, and Estate Planning (2017); Managing a Special Needs Trust: A Guide for Trustees (co-author with Ken W. Shulman and Richard S. Blank, 2020), and Moving Out: A Family Guide to Residential Planning for Adults with Disabilities (co-author with Dafna Krouk-Gordon, 2013). Barbara is the parent of an adult son with special needs.

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