A LAW PRACTICE YOU LOVE.
FOR FAMILIES & BUSINESSES.
Become your community's go-to advisor for Special Needs Planning
Imagine being empowered—and having the support and training you need—to transform your law practice into one that serves families facing one of life's most important and underserved planning needs: caring for a loved one with special needs.
The Special Needs Planning Program is your first step in this meaningful journey.
What's Included:
We help you build the specialized knowledge and law practice systems to attract, engage, and serve families with members who have special needs in a compassionate, technically excellent way.
In the Special Needs Planning Program, you'll gain access to:
Time-saving Done-For-You Marketing Resources
- Ready-to-publish articles to educate your community about Special Needs Planning and attract families who need your services
- Social Media awareness kit with graphic templates and copy+paste captions to build awareness and authority in Special Needs Planning
- Community educating presentations that convert (Don’t reinvent the wheel - we supply lawyer-tested presentations, slide decks, notes, and event promotion resources
- Lead magnets to attract your target audience and begin building trust with families
- DFY Fee Schedule and engagement agreements to make sure you're getting paid what you're worth
Live group coaching and guidance from our expert Lawyer Mentors
You will benefit greatly from the expert guidance of our Law Mentors, a team of Personal Family Lawyer® firm owners who have been where you are now and can guide you in your journey.
You can ask technical legal questions about Special Needs Planning and get feedback from our Law Mentors on live group coaching calls and in our member Forum.
BONUS: Special Needs Planning Curriculum
Learn to serve families with special needs members at every stage of their journey.
Whether you have little-to-no background in Special Needs Planning or you've been serving these families for years, you'll learn to attract, engage, and serve families with comprehensive planning options:
- Module 1: Core Components of Special Needs Planning - Survey the terminology, key reference sources, ABLE accounts, and public benefits. Learn the goals of Special Needs Planning to keep in focus when serving every client family.
- Module 2: A Foundational Case Study - Apply core components to a typical client couple—parents of a teen with special needs transitioning to adulthood. Learn how to guide them in choosing between conservatorship or supported decision-making, maximize public benefits, build a support team, and draft a Special Needs Trust.
- Module 3: Beyond the Basics in Special Needs Planning - Take a closer look at SSI and Medicaid program eligibility and explore important varieties of Special Needs Trusts.
- Module 4: The PFL Special Needs Planning Practice - Adapt your client engagement and service processes for Special Needs Planning. Learn fee-setting strategies and how to build your practice through community education, local resource connections, and advocacy for the special needs community.
- Module 5: Promoting Your Special Needs Planning Practice - Learn how to market your practice to reach your ideal clients. Access done-for-you resources including presentation slide decks, social media awareness kits, lead magnets, and implementation guidance.
Shauna Collins
Law Business Mentor
Shauna Collins is a distinguished attorney and founder of Smoky Mountain Legacy Partners, who brings both specialized legal expertise and lived experience as a special needs parent to her work. After years as a Guardian ad Litem advocating for children in foster care and navigating her own son's conservatorship at age 18, Shauna recognized the profound need for attorneys who provide true guidance—not just documents. She returned to law school to earn an LL.M. in Elder Law and Estate Planning, and now combines technical excellence with genuine compassion to serve families and teach other attorneys how to build meaningful Special Needs Planning practices.
John Hilton
Law Business Mentor
John Hilton is an attorney and coach who brings decades of experience as a Flight Paramedic, hospital operations leader, and educator to his legal practice. As the father of Anthony, a son with special needs, John understands firsthand the critical importance of creating estate plans that provide not just financial security but genuine care and advocacy for loved ones with disabilities. He coaches other attorneys on building client-centered practices and educates families through workshops, always approaching his work with the heart of a teacher.