Planning for Children and Adults with Special Needs for Today and Tomorrow

AGENDA
8:30 - 9:00 a.m. - Registration and Coffee (December– 5:30-6:00pm Registration & Light Dinner)
9:00 - 9:15 a.m. - Welcome and Introductions
9:15 - 10:30 a.m. - Government Benefits, presented by Sherri Schneider, QIDP
♥ The who, what, where, when, why and how of Government Benefits … SSI, SSDI, Medicaid, Medicare, DAC, HBWD, Ticket to Work, PASS, and related topics.
10:30 - 10:45 a.m. - Break
10:45 a.m. - 12:15 p.m.
Special Needs Estate Planning and Planning for When The Bus Stops Coming
presented… Show more by Brian Rubin, J.D.
♥ The who, what, where, when, why and how of PUNs, Special Needs Estate Planning including: Special Needs Trusts, Guardianships & Alternatives, gifting by grandparents and extended family members, the impact of divorce and child support on government benefits, determining the appropriate amount to leave, planning for when school years are over … when the bus stops coming, Children’s Waiver for children under 18, navigating the maze of Adult Services (In-Home, Residential, Supported Employment, Sheltered Employment, Developmental Training), the state of the State and related topics .
12:15 - 12:30 p.m.
Letters of Intent, presented by Benjamin Rubin, J.D.
♥ Guidance, Education and Information for the “Future Team”.
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