Merrill Lynch and Exceptional Parent Magazine Online Seminar
Merrill Lynch hosted an online seminar on Special Needs Planning in partnership with Exceptional Parent Magazine. We invite you to view archived footage from this presentation. This is a must-see educational video for parents who need to understand how important it is to have a Special Needs Team address financial, legal and social issues in one setting. View video
Special Needs Planning Tools
Merrill Lynch has developed three unique special needs planning tools to assist Financial Advisors and their clients in determining financial security for special needs loved ones: the Special Needs Calculator, the Special Needs Planning Workbook and the Financial Foundation's Disability Supplemental Questionnaire. Please ask your Financial Advisor about these resources.
Services for Special Needs Trustees
Trustees of special needs trusts often require assistance with trust administration and investment services to help them fulfill their fiduciary responsibilities.
Merrill Lynch Special Needs Training Program
Some of our Financial Advisors have earned their Certified Special Needs Advisor professional designation which gives them the ability to understand and address special needs issues and provide team-approach solutions to each family situation. More than 1,600 Financial Advisors are members of the Merrill Lynch Certified Special Needs Advisors Network.