3939 Belt Line Road
If it’s been several years since you attended a Life Strategies Workshop or met with your Life Planner, our Review Workshops are for you! Our team at For Families of Special Needs has developed a series of review workshops to help you update your plan for a secure future for all the members in your family.
We will provide you the tools to develop a long-term roadmap for your special needs loved one. Our trained instructors will help you identify solutions to life's challenges, including maintaining benefits.
You will create an operations manual for your child with your letter of intent to pass on the plan you have created to your successor guardians.
We will support you in developing all the necessary estate documents with the support of our referral attorneys for Wills and a Special Needs Trust.
SPONSORED BREAKFASTRegistration and Continental Breakfast
8:00 - 8:30
INTRODUCTION OF LIFE PLANNING TEAMOverview of the day's agenda
8:30 - 9:00
CHANGES IN THE SOCIAL SYSTEMSupplemental Security System (SSI)Social SecurityMedicaidMedicare
CHANGES IN THE WAIVER PROGRAMSWhy are they importantThe Major Waiver ProgramsHome & Community Based Services (HCS)Community Living Assistant Service Support (CLASS)Medically Dependent Children Program (MDCP)Questions and Answer Session
CHANGES IN THE CARE PLANThe Care and Transition PlansThe Living Care PlanThe Education Planning ProcessThe Adult Transition Process (Turning Age 18)The Graduation or Beyond High School ProcessResidential Programs
TRANSITION PLANNINGTypical Transitioning vs Proactive TransitioningWhy is Proactive Transitioning ImportantWhat are Transition TargetsDefining and setting your "Hard" and "Soft" Transition TargetsResidential Program Review
3:00 - 4:00
It's More Than A "Will and a Trust"The Evolution of the Special Needs TrustReview of the 7 different types of trust and how to use eachThe new Change of Beneficiaries process
4:00 - 5:00
ATTORNEY WILL AND TRUST REVIEW
The workshop will be held at the 3939 Belt Line Road Suite 310. Parking is free of charge.
Check in and meet and greet with the planners is from 7:30 AM- 8:00 AM. The workshop will begin promptly at 8:00 AM.
We will do our best to make accommodations for dietary restrictions, however, we cannot guarantee that all dietary restrictions can be met
Our review workshop classes fill up quickly and prompt registration is recommended due to high demand.