Special Needs Planning Series: Memorandum of Intent

Tuesday, November 12, 2019 - 10 am and 7 pm

A Memorandum of Intent is a useful tool for caregivers who are anticipating a time when they will no longer be there for their loved one.  While a special needs trust can set up the legal and financial framework that will provide for a loved one, it generally lacks the detail that allows for an understanding of day-to-day issues that caregivers navigate.  A Memorandum of Intent can help guide future trustees and caregivers by offering information that would be helpful (even vital) about the individual with special needs.  This session would provide guidance on what type of information should be included in a Memorandum of Intent and we will have documents to use as a starting point.

Community Presentations


Do you have an organization, school, or group that would find this information helpful? 

Partners Dawn McFadden and Christina Bushnell regularly host free seminars and have brought their presentations out to community groups. If you belong to a group or organization that would like to have a presentation put on for your group, please contact Mike Bushnell at 216-716-2481 or email at

We can present on the following topics or reach out to us
to tailor a discussion for for your group:

  • Legal Planning for Seniors Overview

  • Legal Planning for Seniors – Medicaid Eligibility

  • VA Pensions for Wartime Veterans

  • Special Needs Planning Overview

  • Special Needs Planning – Guardianships and Powers of Attorney

  • Special Needs Planning – Creating a Memorandum of Intent

  • Special Needs Planning – Considerations During a Divorce

  • Estate Planning Basics

  • Estate Planning in Your 40s, 50s, 60s, and Beyond

  • Legal Considerations When Your Child Turns 18

  • The Sandwich Generation – Planning for You, Your Parents, and Your Children

  • Elder Law and Special Needs Planning – Considerations for Financial Planners