Helping ensure that your these are your finest years! This site is specifically for older adults and adult children of aging parents and grandparents. Resources, information, discounts, and great activities will be posted here. While most events take place in the Dallas, Texas area, many resources are available nationwide.
Wednesday, April 3, 2013
Financial Planning for Disabled Children
Good afternoon Friends,
Helping Restore Ability is hosting this free seminar to provide important information on how to protect the long term financial and legal needs of children with disabilities. Parents of any aged children with any type of special needs are welcome and encouraged to attend.
Vicki Niedermayer, CEO with Helping Restore Ability will review action planning services which assist in connecting families with expert services available to children with disabilities. Vicki will also discuss Medicaid Waiver Programs and what options clients may have in caring for their children.
Antoinette Bone, estate planning attorney, will present The ABC's of Special Needs Trusts. She will explain how a Special Needs Trust can help maintain your child's eligibility for SSI, Medicare and other assistance programs throughout their adult life. Antoinette will also explain how a Special Needs Trust can protect the assets from predators, creditors and judgments.
Jason Smith, Financial Advisor with Edward Jones, will cover common strategies used to fund a Special Needs Trust. He will also explain the importance of the Co-Trustee relationship.