How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)
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As the 2026 estate tax law changes inch closer, the risk of costly financial missteps is rising for those who don’t plan ahead.
Failing to act now could mean losing millions in taxes.
Robert Curtiss welcomes back April Rosenberry, Director of Estate, Tax, and Financial Planning, to offer valuable insights into the upcoming tax exemptions and what they really mean for estate owners. Together, they examine why proactive estate planning is more critical than ever—especially for families with special needs beneficiaries.
Tune in as they also explore SEIA’s unique, holistic approach, revealing how a collaborative strategy can bring peace of mind in the face of an ever-changing financial landscape.
Key topics discussed include:
- How 2026’s estate tax law changes will reduce exemptions and why early planning is critical
- The role of special needs trusts when it comes to protecting beneficiaries without losing access to government aid
- SEIA’s commitment to working with legal professionals to provide tailored, stress-free estate planning
- Why flexible trust language is vital for adapting to changing family circumstances
- How a proactive, all-inclusive approach can secure your family’s long-term financial stability
- And much more!
Resources:
- Educational videos (bottom of the page)
- Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
- Rainman
Connect with April Rosenberry:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
April Rosenberry has been a tax attorney for over 25 years. With Bar licenses in California and New York, April specializes in estate planning, company structuring, and litigation. She has represented banks and corporations in court, earning recognition and numerous awards.
April excels in developing departments for companies, expanding client offerings, and managing legal teams in law firms, financial institutions, and wealth advisory firms. She earned her Bachelor of Science in Business Administration from CSUN in 1995, a Juris Doctor from California Western School of Law in 1998, and a Master of Laws in Taxation from USD School of Law in 1999.
Recognized in Modern Luxury magazine, April has received a Trifecta Award and is designated a Five Star Professional. She contributes to scholarly articles for the American Bar Association and the ACFLS Journal, in addition to speaking engagements and pro bono work for Wills for Heroes. A member of various associations, she enjoys yoga, performing arts, and traveling with her family.