Financial Planning for Special Needs

Milo’s mom, Karen Park, is a professional financial advisor at Bernstein Private Wealth Management. While she has been an executive in the financial sector for over twenty years, Milo’s disability raised financial planning questions she had never had to consider before. How can parents take care of a child whose need for support will continue long after his parents’ passing?

Karen found surprisingly little good research on this topic, so she spearheaded an initiative at her firm to develop its practice in this area. This work resulted in her co-authored white paper on Special Needs Planning for the High Net Worth Family

Since the publication of this research, Karen has been invited to speak to audiences around the country on the topic of special needs planning.  Speaking to parents of all income levels, she has further deepened her knowledge of the unique financial challenges we face and has become known as one of the few experts in this area.