Special Needs Planning Seminars

These seminars are each valuable on their own, but you're welcome to register for any combination — or all three.

At this seminar we will cover basic information and strategies to navigate the complex and emotional task of planning for your loved one’s future. Topics will include special needs trusts, STABLE accounts, and government benefits.

At this seminar we will discuss how 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. A Memorandum of Intent can help guide family, 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.

At this seminar we will discuss that when someone turns eighteen, the parents’ role in their child's life changes legally. What does this mean, and how can parents continue to assist with advocating for their children? For some high-functioning new adults, executing documents such as a will, a durable power of attorney (including language regarding IEPs), a healthcare power of attorney, a living will and a HIPAA Authorization may be appropriate. For others, guardianship may be necessary. This session will describe how to determine the best option for their situation and what the next steps would be.