With over 30 years experience, our mission at Serenitas Special Needs Planning has been to educate, empower and provide future planning options, assistance and services for families, friends, organizations and professionals who are responsible for or know a person with a developmental disability.

Special Needs Planning Book

A free copy of Davids book, “The Beginner’s Guide to Special Needs Planning©” is now available here with your scheduled complimentary consultation.

Complimentary Initial Consultation

This private consultation provides families the opportunity to address their concerns, review their current legal documents, discuss the various planning options, and set a course of action for the planning process.

Conference/Seminar Speaker

Dynamic and heartfelt, David Terk brings technical expertise, personal anecdotes with an engaging sense of compassion to the sensitive topic of Special Needs Planning. He is available for local, state, regional, national and international speaking events for families and professionals. Please call
(818) 231-6759 for fees and availability.

Private Fee-Based Planning

Serenitas Special Needs Planning offers private fee-based planning nationwide. We will work with you to complete your plan in its entirety. Family and professional advisors may be included in all meetings in person or via telephone, fax, and e-mail.

Includes a copy of “The Beginner’s Guide to Special Needs Planning©” with a full one-hour consultation.

Schedule a Call

Have some questions? Let’s chat about it!