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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