Special Needs Future Planning for Benefits, Financial & Legal Issues
People with disabilities and their families need to understand government
benefits that may be available and how those benefits are impacted by other
financial circumstances, such as work. They must also prepare for the
future of their loved one with a disability by planning for and protecting
their care and assets. Benefits Planning Specialists, Financial Planners,
and Attorneys who concentrate in Wills, Special Needs Trusts, and
Guardianship are all professionals who provide information and
assistance with these important issues. Although they differ
greatly in their services, they all deal with the broad issue of
financial resources. They also provide information and services
designed to maximize the effectiveness of those available resources.
It is important in this area of services for the consumer to understand
the scope of services and be aware of the providers expertise.
Benefits Planning Specialists
SSI and SSDI and
how these benefits are impacted by other financial circumstances such as work.
The DHS/ORS Benefits Planning Project provides information free of charge to
people receiving SSI or SSDI who want to work. Other Benefits Planning
Specialists may provide these and other services for a fee. To find the Work
Incentive Planning and Assistance Office for your area on the Life Span website,
please click on:
1.
Search for
Advocacy/Service Providers in the blue section on the left
2.
Service Type:
Estate and Future Planning
3.
Service Sub-Type:
Benefits Planning
4.
County: Your
County
Financial Planners
Financial Planners help families manage and integrate government
benefits and family financial resources. These professionals hold
the CFP Certified Financial Planner or ChFC Chartered Financial
Consultant credentials.
Attorneys Concentrating in Wills, Trusts, and Guardianship for
Individuals with Special Needs
These professionals provide the legal structures necessary to facilitate
financial and other futures planning for families that contain a member
with a disability. Attorneys may also provide consultation on benefits
and other services and supports for people with disabilities.
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