Special Needs Trust Workshop

Parent Workshop

Live Oak Estate Planning is in Claremont, where they helps families create estate plans that protect the people they love most. Inspired by Sati McLafferty the founding attorney's own family journey, she enjoys helping those with loved ones who have disabilities create thoughtful, practical plans for the future. As the mother of a son with CHARGE Syndrome and autism, Sati understands both the legal and personal challenges they face and is committed to making complex planning clear, approachable, and with compassion.

No need to bring anything. Workbooks, paper, and pens will be provided.

Practical info about special needs trusts, estate planning and letters of intent, with plenty of time for questions and open discussion. The goal is to make this as easy to understand as possible and help everyone leave feeling more organized and empowered.