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Special People Special Planning

1h 1m

Created on September 19, 2014

Intermediate

Overview

Families of people with special needs face planning challenges that accompany a longer life expectancy, a future without full independence, and the need to maintain an outstanding quality of life. 

 

Lawline Faculty Member Peggy Hoyt, J.D., M.B.A., presents on the creation of a financial and legal blueprint to address the special person’s unique personal and social needs.  This program is based on the book Special People, Special Planning, co-authored by Ms. Hoyt.

 

Learning Objectives: 

I.   Gain knowledge of the three main federal disability programs (SSI, SSDI, Medicaid) 

II.  Create a customized, comprehensive plan for your special person 

III. Grasp the importance of the five components to effective Special Needs Trust Planning

 

 

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