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Information Booth on Special Needs Estate Planning

Please stop by the 2012 Annual Buddy Walk "Resource Area" and visit me at my table for information regarding special needs estate planning.

When: Sunday, May 20, 2012 - 11:00 a.m. - 3:00 p.m.
Where: University of Delaware Field House, Newark, Delaware
Host: Down Syndrome Association of Delaware
Directions:   For more information about the event, please visit their web site.
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Estate Planning for Special Needs for Your Loved One with a Disability

Planning for the future of a loved one with a disability can be a complicated maze to navigate. Most families aren't aware that if they leave more than $2,000 in countable resources to their child or adult dependent with a disability, the individual will lose eligibility for most needs-based government benefits. Proper financial and legal estate planning can help protect eligibility for these benefits - - which include Medicaid, Supplemental Security Income (SSI) and other government programs.  

Have you outlined a plan to accommodate and support your child’s future needs for their lifetime? Have you written a Letter of Intent (a non-legal document) outlining your dreams and goals so those caring for your child will also 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? These topics, as well as self-determination, guardianship, powers of attorney, circles of support and special needs trusts and how to create an estate to fund them will be discussed in this workshop.

This 2-hour workshop will be presented in easy-to-understand terms and Diann Jones will allow for questions during the presentation.

When: Tuesday, February 12, 2013 - 6:00 p.m.
Where: McFaul Center, 525 W. Mac Phail Rd., Bel Air, MD 21014.
Host: Harford County Autism Society
Phone: 410-322-7687