Webinar, April 14th, 2022, with the CASE Collaborative in Concord, MA. For parents and family members of persons with special needs. It is never too early to learn about this important tool to ensure our loved ones are properly cared for when we are no longer able.
Topics discussed will include:
- The various needs, abilities, vulnerabilities of the individual impact the recommended type of estate plan. One size does not fit all.
- Disabled children may need more funds in the future than other children.
- The dilemma for estate planners and parents is that property left directly to disabled children can disqualify
them for SSI and Medicaid benefits because these programs are based on financial eligibility criteria as well
as requiring a demonstrable level of disability. - Funds left to other children for the benefit of their disabled siblings can create intra family problems and
the funds may not be utilized as parents intend. - To understand Special Needs Trusts and how best to utilize them, one must understand the basic benefits
available to individuals with disabilities. - Funding Special Needs Trusts
- Basic Benefits for people with disabilities
About the speaker: Ken Shulman’s work in disabilities planning has led him to volunteer with organizations that provide services to persons with special needs. He was the past chair on the Disabilities Committee of Combined Jewish Philanthropies and he recently completed two terms on the Board of Directors of the Asperger’s Association of New England. He previously served as a board member for several human service agencies, including the Greater
Boston ARC. He has also served as a consultant to the Massachusetts Office of Handicapped Affairs, the Massachusetts Disability Law Center, and the Massachusetts Mental Health Legal Advisors Committee
To RSVP for the Zoom link contact the CASE Collaborative at scampbell@casecollaborative.org or 978 – 318 – 1534
