Use this site to access recordings and presentations from National Conferences

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.

9641 10 Basic Financial Steps for Special Needs Caregivers [Sponsored Session]

Thursday, July 13, 2017: 2:15 PM-3:30 PM

Room: 101C (Wisconsin Center )

Ten basic steps to help caregivers get started in preparing for the financial future of their dependent. For caregivers the single most important issue is what will happen after I’m gone. There are some needs that will always be present and they must be carefully considered and planned for.

This workshop will discuss 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone. There are some needs that will always be present and they must be carefully considered and planned for appropriately.

This workshop addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trusts, the importance of a Will and considering a Letter of Intent. Taking these 10 basic steps now can help ensure the type of care and quality of life for a loved one’s well-being today and tomorrow.

At the end of this workshop, participants will know:

Five (5) things to consider when preparing for the financial future and life time care of your loved one with special needs

What a Letter of Intent is and how to create one

Ways to preserve government benefits, such as SSI and Medicaid

Who to involve on your team in the planning process for your loved one

Learning Objectives:

Understanding the need to applying for government benefits
Understanding what will happen to a dependent without proper trust.
Understanding how a Special Needs Trust and or an Able Account can provide for independence beyond government benefits.

Track: Life Stage 3 - Transition

Content Area: Financial Stability

Presenter:

Zac Mulford, AWMA
MassMutual Financial Solutions Group

Zac Mulford, AWMA® -Special Care Planner, MassMutual Financial Solutions Group

<< Previous Session | Next Session >>