Subject: Re: OT: Financial Planner
We have an adult special needs daughter, so we need special needs trust, and another kid. Both in their 20's.

My wife is involved with a local group of families with special needs. Future care and estate management is a common subject amongst the parents. Amongst the group most of those financially secure have gravitated to the same lawyer, and to the same financial advisor. I have heard only favorable comments about how satisfied they are with both. Not every lawyer or financial advisor had the expertise to handle a special needs situation.
I’d contact as many other local special needs families for recommendations. You are fortunate to be in a financial situation capable of providing for your daughter.

RAM