Special Needs Planning Workshop (Protect the Future)

This workshop will cover the legal, benefits, financial, and life planning pieces that help to protect and support your loved one.
About this Event

This workshop will cover:

Legal

• Special Needs Trust
• Living revocable Trust
• First Person Trust
• Last Will and Testament
• Powers of Attorney
• Health Care Directives
• Conservatorship
• Guardianship

Benefits

• SSI-SSDI-RIB
• Medi-Cal
• Medicare
• DAC Benefits
• In-Kind Support
• Expense Letter
• Able Accounts
• Dual Eligible

Finance

• Asset Protection
• Income Planning
• Spend Down
• Trust Distributions
• ABLE Accounts
• Sustainability
• Life Time Support
• Medi-Cal Clawback

Lifestyle:

• Directive Letter
• Vocational Goals
• Therapies
• Medications
• Community Integration
• Vacations and Quality of Life
• Care Videos