Berkley School District Presents:
-An Educational Workshop-
LIFE PLANNING & CREATING A LETTER OF INTENT
FOR A CHILD WITH SPECIAL NEEDS
FOR A CHILD WITH SPECIAL NEEDS
...and Introducing the ABLE ACT
Planning for an adult family member with special needs requires in-depth
knowledge of ever changing local resources, laws, legal and financial tools
available as you assist your family member in creating a current and future
working plan to meet their lifelong dreams and needs. As parents, you have always taken good care
of your child. How well are your
successors equipped to help your child with Special Needs? Speakers, Minoti
Rajput, CFP® and Mehul Mistry, CFP® of Secure Planning Strategies will
explain the importance of special needs planning strategies and will address questions
for both planning and key components of what is entailed in creating a Letter of
Intent.
¨ What will happen to my
loved one when I am no longer here?
¨ What is a Special Needs
Trust and what type should I create?
¨ How does the ABLE Act
work?
¨ Why Wills and Trusts alone
may not work.
¨ What are the government
benefits and can and will they be enough?
¨ What are my child’s future
housing options?
¨ How well do your child’s
future caregivers know your Estate Plans?
¨ Have you provided
instructions for your child’s future advocate?
¨ Is your child’s vital
medical information, key resource providers, likes & dislikes, routines and
interests and other critical information compiled in one location for future
caregivers?
When: Monday, March 30, 2015, 6:30– 8:30
pm
Where: Berkley High School Collaborative Center, 2325 Catalpa, Berkley, MI
48072
WE URGE ALL INVOLVED FAMILY MEMBERS OF AN INDIVIDUAL WITH SPECIAL NEEDS TO
ATTEND THIS IMPORTANT MEETING