| Special Care Planning Workshop—FREE! Saturday, November 7th, 2009 from 9:30 to 11:30 Spectrum Charter School, 4368 Northern Pike, Monroeville, PA 15146 Call ASA Pittsburgh at 412.856.7223 for reservations! What is Special Care Planning?
For families of a loved one with special needs there may come a time, through sickness, disability or death, when you will not be able to provide care for them. For this reason, many families choose to go through the Special Care Planning process. This planning process involves a broad range of solutions and plans designed to help secure the future of loved ones with special needs.
Helen Sims, Special Care Planner and Jillian Zacks, advisor, from the financial group of Guyaux Mandler Mah will be facilitating this workshop. We will also be discussing the results of the Easter Seals, in partnership with the Autism Society of America, Living with Autism Study (made possible by MassMutual Financial Group)
Topics that will be addressed during the workshop are as follows:· Preservation of government benefits · Person Centered Planning Process · Future Care Strategy · Letter of Intent · Financial Strategy · Medicaid/Medicare laws and regulations · Social Security · Trusts (special needs trusts) · Guardianship/ Conservatorship · Durable power of attorney for health care and asset management · Tax (income, estate and gift) planning · Housing and health care contracts· Coordination of Beneficiary Designations. This presentation is designed to be introductory in nature. Parents wishing to have their specific family situations discussed are welcome to schedule individual appointments as needed. Please note that this program is endorsed by Easter Seals, as well as Exceptional Parent Magazine, a leading publication for families with special needs. We are a resource for education, support, and ongoing service to families with special care needs by providing a team of specialists who offer solutions that coordinate with the overall financial plan, and are consistent with the family's vision and values. |
