Special Needs Planning: What is a Special Needs Trust?

Special Needs Planning: What is a Special Needs Trust?

Heath Burch, CFPA

Heath is a certified financial planner and the co-founder of The Special Needs Planning Center in Kansas City, MO. He lives in Kansas City with his wife Martha and their two sons, Warner & Whitaker. Heath’s formal education includes degrees in both Finance and International Business. His advisory and financial planning career began in 1999 and soon after he found his calling working with families with special needs. Heath serves and lends his leadership to numerous organizations in the Kansas City area and around the Mid-West serving the special needs community. He currently sits on the Board of Directors of The Mid-America Games for the Disabled, Inc. as well as the Northland Early Education Center (NEEC). Along with The Special Needs Planning Center and his board service, Heath works as an educational resource for parents and professionals by distributing special needs planning resources and information through various outlets. He authors a special needs planning website (http://www.thesnpcenter.com/blog.php) and has provided resource articles for various publications such as Exceptional Parent and The Family Journal. Recently, Heath has begun contributing a series of educational articles for parents through Parenting Special Needs Magazine. You can learn more about Heath and The Special Needs Planning Center by visiting online.

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