Navigating Special Needs Planning: Episode 3

Investing & Markets
Mike Delgass
By Mike Delgass
An advisor and head of our Northeast region, Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other problems. Given this background, much of his work is for other attorneys, as well as for clients with family businesses, special education/special needs issues, and complex estate planning structures. · August 18, 2025 · 1 min read

In this episode, host Mike Delgass sits down with experts Heather Flanagan and Rich Yam to explore how families can best support school-aged children with special needs. From understanding your child’s legal rights to building the right educational plan, we cover:

  • What FAPE means in practice and why it’s the foundation for your child’s educational journey
  • How early intervention in preschool can shape an effective IEP
  • What an IEP is, how it works, and when to consider bringing in an advocate or attorney

Whether you’re just starting to navigate the school system or refining an existing plan, this conversation offers practical guidance to help you advocate effectively and confidently.

Mike Delgass
Mike Delgass

An advisor and head of our Northeast region, Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other problems. Given this background, much of his work is for other attorneys, as well as for clients with family businesses, special education/special needs issues, and complex estate planning structures. Read Bio ▸

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