We are pleased to welcome a special guest, Mary McDirmid of All Needs Planning, for a presentation focused on the critical role of coordinated financial, personal, and legal planning for families with loved ones who have special needs.
This conversation goes beyond traditional estate planning. Families navigating special needs care require a deeply integrated “wraparound” approach that aligns legal structures, financial planning, care coordination, and long-term advocacy. Mary and her team specialize in helping families build these comprehensive support systems.
While this topic may seem most directly aligned with estate planning, there is meaningful relevance across all our practice areas. Whether you work in family law, business, litigation, or other disciplines, you will encounter clients whose personal and financial realities are shaped by caregiving responsibilities. Understanding these dynamics allows you to:
• Identify risks and planning gaps your clients may not recognize
• Deliver more holistic and empathetic counsel
• Collaborate more effectively across practice areas
• Strengthen long-term client relationships through proactive guidance
In addition, the founders of All Needs Planning have authored a new book on special needs planning, which includes a contributed chapter by Penelope Gaffney, Principal and Boise Team Senior Attorney at Gravis. The book highlights evolving best practices and reinforces the importance of integrated planning models that align with the kind of client-centered approach we strive to deliver at Gravis.
We strongly encourage attorneys from all practice areas to take advantage of this opportunity to broaden your perspective and enhance the value you bring to clients.