Special Needs Organizations
Thank you for visiting us at A Special Needs Plan. Organizations that serve the special needs communities and help families in various aspects of their life have our deepest respect and support.
- Difficult Economic Times we help organizations raise revenue
- Affiliate Program
- Planned Giving Expertise by educating your staff and your donors on how they can make the most out of their giving strategy and help your organization continue to serve individuals and families for years to come
- Ryan Platt, Founder of ASNP, as keynote speaker or break out session at local, regional and national Conferences and Conventions on Empowering Families to plan for a hopeful future
- Educational Seminars for families to learn more about the landscape of Special Needs Planning. We will provide tips and techniques for families surrounding topics such as Guardianships, Government Benefits, Trusts, Wills, Communicating your wishes to future caregivers, and optimal ways to fund your plan.
- Newsletter Content - We provide relevant, pressing and current articles on planning for the future of a loved one with special needs.
- Our Full-day L.I.F.E.™ (Lasting Independence For Everyone™) Process Family Workshop for families and providers.
This Family Workshop is a full-day event, guided by Ryan Platt, where families will design a plan for their family and their Special Needs Loved One. Each Family that attends will receive our most popular individual course, The LIFE Planning Starter System, so they can continue their education and their planning when they go home!
Upon completion, most families are prepared for a special needs attorney to prepare and finalize their legal documents and are ready to begin funding their plan.The L.I.F.E.™ Process Family Workshop will include the following topics:
1. Guardianship – Answers the question, “Who Will care for my loved one when I can’t?”
2. Trust Design and Types of Trusts
a. Is a Special Needs Trust the best?
b. How do we fund it, and when?
3. Proper Legal Documentation
4. Writing a L.I.F.E.™ Journal
a. Communicating Vital Information to future caregivers
5. Government Benefits and Programs
a. What are they?
b. When do we apply?
c. How to qualify?
d. How much will my loved one receive?
6. Sources of Income for your loved & Expenses to expect
7. Defining how much your loved one will need to live
8. Understanding where your money goes on a monthly basis
9. Funding Your Plan including an understanding of The Money Optimization Model, The Power4 Advantage & Asset Positioning Strategies
a. Getting the most from your financial situation
b. Being Coordinated, Organized and Efficient
c. Structuring your, your loved one, and your family’s finances so your loved one qualifies for Government Benefits
10. Education on using the proper financial products
11. How to divide assets among multiple children
12. Tax Tips and Strategies
