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Autism Society records most keynote and concurrent sessions at their annual conferences. You can see and hear those recordings by purchasing full online access, or individual recordings.
1869
Bringing You Protected Tomorrows: Creating the Future Care Plan for Family Member with Special Needs
Friday, July 14, 2006: 10:45 AM-12:00 PM
Kent/Bristol (Westin Providence)
This presentation is an interactive workshop which provides a good basic understanding of some important facts, such as how to apply for government benefits such as SSI, SSDI, Medicare, and Medicaid. It also reviews in an uncomplicated manner how to prepare financially, and how to have your family’s wills and trusts set up so as not to disqualify your loved one for benefits in the future. Finally, the topic of family communication is covered in a fun yet serious manner.
FUNDING FOR THE FUTURE: Government Benefits: 1. SSDI, SSA 2. Medicare 3. SSI 4. Medicaid 5. Asset and Income Limitations 6. Cash benefits and Health benefits Other Funding Sources: 1. Insurance 2. Other funding sources
WILLS AND TRUSTS: 1. What questions to ask of a prospective special needs attorney to learn their experience. 2. Others areas to discuss with a special needs attorney, such as wills and trusts. 3. What is a Special Needs Trust? Is there more than one kind? 4. Does the attorney know what will happen if laws change or if there is a divorce? 5. How much do I need to leave and where will it come from?
GUARDIANSHIP/CONSERVATORSHIP: 1. What happens when my child turns 18(or legal age)? 2. What are the different kinds of powers of attorney? 3. Does the attorney know the different types of guardianship? 4. Who will make decisions in my place? 5. Selecting trustees and guardians.
FAMILY COMMUNICATION: 1. What the immediate and extended family needs to know. 2. Documenting critical information. 3. Expanding the circle of caregivers and sharing with them the information they need. 4. Annual review to manage changes.
Content Area: Family and Sibling Support
Presenter:
Mary Anne Ehlert, CFP
President & Founder
Protected Tomorrows, Inc.
Mary Anne Ehlert is a financial professional and sister to an individual with disabilities. She is highly regarded as a specialist in working with families of individuals with disabilities, and serves on the boards of several organizations, including Special Olympics of Illinois. She speaks to conferences and other audiences on financial planning, and has recently completed her book, entitled “The Gift I Was Given.”