Estate Planning for Special Needs

– Basic estate planning and how conventional estate planning should be structured in coordination with special needs planning
– Universal concepts about planning for how to leave assets at death, along with how to plan for potential incapacity
– Financial and tax planning aspects of special needs planning

Guest speaker is Mr. Stephen Elville, principal of Elville and Associates. Mr. Elville’s work is centered in elder law, special needs planning, and estate planning with special emphasis in the areas of tax planning and asset protection.

Resource: PPMD Webinar
Putting it all Together Planning Financially for Special Needs

– What is an ABLE account?
– What is a Special Needs Trust
– How an ABLE account can compliment a Special needs Trust
– The difference between a First & Third Party Trust

Resource: PPMD Webinar
Guardianship and Alternatives

Among the topics to be covered are:
– What is guardianship
– The benefits and drawbacks
– The questions every family should ask before making the decision to pursue guardianship
– Alternatives to guardianship

Guest speaker is Mr. Stephen Elville, principal of Elville and Associates. Mr. Elville’s work is centered in elder law, special needs planning, and estate planning with special emphasis in the areas of tax planning and asset protection.

Resource: PPMD Webinar
Maryland ABLE Informational Webinar

ABLE accounts allow individuals who receive benefits to maintain those benefits while building assets in a tax advantaged account. This session will provide an overview of the ABLE Act, a look at the features and specifications of the Maryland ABLE plan, information on treatment of account funds, and an opportunity for questions and answers.

Resource: PPMD Webinar
Special Needs Trusts and ABLE Accounts

Among the topics to be covered are:
– What is a Special Needs Trust?
– What is the ABLE Account?
– What are the benefits and drawbacks of both?
– What are the questions every family should ask before opening a Special Needs Trust or ABLE account?

Guest speaker is Mr. Stephen Elville, principal of Elville and Associates. Mr. Elville’s work is centered in elder law, special needs planning, and estate planning with special emphasis in the areas of tax planning and asset protection.

Resource: PPMD Webinar
Alternatives to Guardianship Supported Decision Making

Join Morgan Whitlatch, Legal Director of Quality Trust for Individuals with Disabilities and Lead Project Director of the National Resource Center for Supported Decision-Making to discuss practical alternatives to guardianship, particularly supported decision-making. Supported Decision-Making is a way people can make their own decisions and stay in charge of their lives, while receiving any help they need to do so.

Resource: PPMD Webinar
Transition Planning Guide For Individuals with Disabilities

The Maryland State Department of Education Transition Planning Guide for Individuals with Disabilities provides information to students, parents/guardians, educators, and community agencies about the transition process. Although every student will have individualized transition goals and outcomes, this guide provides “preliminary” information about the requirements of the transition process under the Individuals with Disabilities Act (IDEA) as well as recommended strategies and resources to acquire a positive outcome.

Resource: URL
Heading for College with Special Health Care Needs, Student Preparation for a Successful Transition

This document shares helpful tips for students with special needs for preparing for transition into college.

Resource: PDF
OSEP A Transition Guide to Postsecondary Education and Employment for Students and Youth with Disabilities

This guide has information about transition planning, including education/work opportunities and programs, transition services and requirements, and real life examples. It also includes an overview of the transition process and a list of key terms.

Resource: PDF
Navigating the Transition Years

In this document you will find a guide to the transition process that will help you better plan for transition. It includes information about education and work opportunities and programs, transition services and requirements, and real life examples. It also includes an overview of the process and a list of key terms.

Resource: PDF

Still have questions?

Contact Us