In this episode Dan and Jim talk about the importance of Special Needs Planning with expert Annette Hines ESQ, Founder of The Special Needs Law Group of Massachusetts, PC.

 

About our Guest:

Attorney, mother, author, advocate and founder of Special Needs Law Group, Special Needs Family Services, The Special Needs Companies, and host of Parenting Impossible - The Special Needs Survival Podcast.   Annette Hines, brings personal experience with special needs to her work as the mother of two daughters, one of whom passed away from Mitochondrial disease in November 2013.  This deep personal understanding of raising a child with disabilities fuels her passion for quality special needs planning.

Annette Hines knows firsthand just how complex and overwhelming the legal systems and processes are for parents of children with special needs. Amidst the grief of losing her beloved Elizabeth, Annette realized that life was giving her a “second chance” touse her extensive legal expertise to help families who are going through the same challenges she faced. She authored her life story of her and Elizabeth’s powerful journey of hope in her memoir, Butterflies and Second Chances.

 

Resources:

The Arc 

The Academy of Special Needs Planners

National Association of Elder Law Attorneys

Boston Center for Independent Living

Daniel James

Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

 

James V. Grace

Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and broader wealth management service offering.  He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents.   

 

Stay Connected:

Daniel James

LinkedIn: Daniel James

Founder: CanopyLife

 

James V. Grace

LinkedIn: James Grace

Director of Wealth Management, SilverPine Capital

 

 

 

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This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)