Free Workshop: The ABC

Free Workshop: The ABC’s of Special Needs Trust Planning

A FREE LEARNING DISABILITY & AUTISM (ASD) WORKSHOP PRESENTED BY LIFE DEVELOPMENT INSTITUTE

You must plan carefully if you want to leave money or property to a loved one with a disability. Setting up a supplemental or special needs trust for a loved one with a disability may avoid jeopardizing their ability to receive government benefits, such as Supplemental Security Income (SSI) and Medicaid benefits.

Leaving some assets, such as cash in the bank, can disqualify your loved one from some of these benefits. But a special needs, or supplemental needs trust can provide your loved one with a wide variety of goods and services without interfering with eligibility for SSI and Medicaid.

Attendees will learn from over 40 years of cumulative experience in this 90 min workshop. Topics of discussion will include:

How do I keep government benefits in place? How do I avoid payback for benefits received?
What happens when I pass on? Who will care for my loved one?
What is a Special Needs Trust and how does it work? Do I still need a will?
If I already have a Special Needs Trust …. is it the right kind?
What happens when my child turns 18? What is Guardianship? How and when do I petition the
court?
Learn all the key concepts of a comprehensive special needs plan, that families and caregivers can
put into action today.

Special needs planning is no longer an option; it’s a necessity.

Agenda
Families will be educated around how to set up a successful special needs plan for their loved one.

Who should attend?
The workshop offers valuable information for Parents, Caregivers, Teachers, High School Students and Young Adults who interact with those who have developmental and physical disabilities.

Attendance is complimentary but capacity is limited, so register today!
Life Development Institute sponsors regular speaking events, workshops, and seminars featuring renowned experts in the field. Events are hosted at our campus in the Phoenix, AZ area. If you have any questions about this event, please call us at (623) 773-1545, and we would be pleased to provide you with more information. To register now for this event, click the “Register” button below the map on this page!

Featured Speaker: Mr. Nathan Buckles, Special Needs Education and Advocacy Project
Nathan Buckles, volunteer with the Special Needs Education and Advocacy Project, has been working exclusively with families and professionals in the Special Needs Community since 2008. In addition to being a nationally recognized speaker at conferences that include the Arizona Bridge to Independent Living (Ability 360), Autism Society of Greater Los Angeles, Southwest Autism Research and Resource Center and Easter Seals to name a few, he also conducts educational workshops, provides individual planning assistance, and group planning workshops throughout the country.

About Life Development Institute
LDI offers private residential internationally recognized and fully-accredited high school, college, and career-focused programs for young adults with special education needs due to Learning Disabilities, Autism Spectrum Disorder, and ADHD. Located in beautiful Arizona, LDI’s competent and caring professionals passionately devote to actively working with and supporting parents who are eager for a place where their young adult child can become more independent to thrive, succeed, and explore their full potential in life.