Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning, not just guardianship and alternatives to guardianship. In this session, you will also learn how to effectively prepare for and conduct the initial consultation, including topics you should cover in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs, Letters of Intent, etc.
This informative session will cover: SSI, SSDI, Medicare, Medicaid and Waiver programs. To ensure your client can obtain all of the benefits for which they appear eligible, it is vital to understand the benefit programs, their current rules and how they change over a lifetime.