Once again, the Successful Aging Expo was a success, offering the latest on health issues and financial planning, travel and more!! Phil's interview with the San Diego Union Tribune is below.
Special Needs Planning helps maintain benefits eligibility, and assures that your family member will continue to have the support network and care they need when you are no longer able to be the advocate you are today. This presentation will cover essential legal and financial tools parents and caregivers can use to promote the well-being, happiness, stability, and longevity of those with disabilities (such as bipolar disorder). The presentation will discuss Special Needs Trusts that enhance and supplement support, while still allowing the individual to be eligible for crucial public benefits such as Medi-Cal and Supplemental Security Income. The uses and limitations of the new ABLE Act will also be reviewed. We will examine conservatorships and alternative tools for the parent or caregiver to continue to make important health care, education, and financial decisions for their special needs family member beyond the age of eighteen. This presentation is sure to leave attendees with a better understanding of how family special needs legal planning can help ensure the care, success, and prosperity of your family member, and ease the burden of their providers.