Workshop: Estate Planning for Special Needs for Your Loved One with a Disability
To view a list of upcoming workshops and enroll online for one in your area, click here: "Enroll in a Workshop Online"
Planning for the future of a loved one with a disability can be complicated. It’s easy to become overwhelmed at the thought of organizing your financial and estate planning. For families who have a child (regardless of age) with a disability, the task is even more daunting. Without proper planning, your family member may lose entitlement to needs-based benefits such as Medicaid, Supplemental Security Income (SSI) and other government programs.
Have you outlined a plan to accommodate and support your child’s future needs? Have you written a Letter of Intent naming the proper backup guardians? While not a legal document or legally enforceable, a Letter of Intent will help those caring for your child to know your wishes. Have you implemented plans to direct your child’s portion of your estate in a manner that will not cause them to lose their important benefit eligibility?
This 90-minute workshop is intended to assist families through the complicated maze of special needs planning techniques. It will be presented in easy-to-understand terms with a question and answer session to follow. The topics to be covered include:
Wills and Living Trusts
Finding the Proper Attorney
Government Benefit Programs
Special Needs Trusts
The $2,000 Federal Limit
Powers of Attorney
Self-Determination & Self-Advocacy
Guardianship & Conservatorship
Circles of Support
Letters of Intent
A Lifetime of Meaningful Supports
The facilitator of this workshop is Diann Jones, MBA, Financial Specialist. On a personal level, Diann is a Parent/Advocate, graduate of Partners in Policymaking®, Chair of the Delaware Developmental Disabilities Council, and board member of Variety – The Children’s Charity. She was the 2005 recipient of Variety’s “Unsung Hero Award” for her advocacy and work in the disability community. A published authority on special needs planning techniques; Diann has been interviewed on the subject on CN8’s“Your Morning Show” and by publications such as Money Magazine.
Securities and Investment Advisory Services offered through Diann Jones as a Registered Representative and Investment Adviser Representative of Nationwide Securities, LLC, P.O. Box 183137, Columbus, OH 43218, (888) 753-7364. A Registered Investment Advisor, Member FINRA, SIPC. DBA Nationwide Advisory Services, Inc. in AR, FL, IL, WV. DBA Nationwide Advisory Services in MA, NY, OK. Representative of Nationwide Life Insurance Company, affiliated companies and other companies. Annuities and life insurance products are underwritten by Nationwide Life Insurance Company and Nationwide Life and Annuity Insurance Company, Columbus, Ohio.
AGV-0107AO (9/2009)
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