Mistake #1: Treating a Special Needs Divorce Like a Typical Divorce
A special‑needs divorce cannot be approached with the same assumptions or financial logic as a typical case. When CDFAs apply standard modeling to a benefits‑driven situation, even well‑intentioned recommendations can create benefit loss, long‑term financial harm, or exposure for the professional. This post outlines why these cases operate under a different rulebook—and how CDFAs can stay protected while supporting families effectively.
April 8, 2026
