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.
- Our first service is having Ryan Platt, developer of ASNP, as a speaker at local, regional and national Conferences and Conventions on the topic of Financial, Legal, and L.I.F.E™ Planning.
- Our second service is providing our full-day L.I.F.E.™ (Lasting Independence For Everyone™) Process BootCamp for families and providers.
This BootCamp is a full-day event, guided by Ryan Platt, where families will design a plan for their family and their Special Needs Loved One. At the end of the BootCamp each family will be provided a User ID and password to the Client on-line planning platform here at A Special Needs Plan, where they will complete their strategy.
Upon completion of the BootCamp 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.™ BootCamp 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. 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