A Special Needs Plan University™
Our goal with A Special Needs Plan University™ is to empower families by providing accurate and timely information combined with tools that families can use to build a plan that secures the current and future needs of their loved one.
A Special Needs Plan University™ is divided into Two Schools and our Resource Library.
Our first school contains 6 courses dedicated specifically to individual families.
Please click on Course number to learn more about each individual course.
| Course #IF001 | The L.I.F.E. Planning Starter System™ |
| Course #IF002 | Individual and Unique Tools |
| Course #IF003 | Bundled Tool Package |
| Course #IF004 | Security and Comfort |
| Course #IF005 | Security and Comfort PLUS |
| Course #IF006 | 1-on-1 Planning Engagement |
Our second school contains three courses that are designed for special needs organizations, associations, and corporations.
| Course #OAC01 | 90 minute seminar - Designed to be used at national, state, and local conferences |
| Course #OAC02 | Full Day L.I.F.E.™ Planning Workshop |
| Course #OAC03 | Video Guided L.I.F.E.™ Planning Workshop |
Our Resource Library includes written articles and video archives on important topics that grows with new additions on a monthly basis. Access all of our 1-2 minute educational videos and written articles from this website, free of charge.
TAX DEDUCTION FOR SPECIAL NEEDS PLANNING
All professional fees that pertain to setting-up a Special Needs Trust and/or preservation of assets in a Special Needs Trust are tax deductible. This includes, but is not limited to A Special Needs Plan, Inc. services and the courses of ASNP University listed above. This deduction is made on the Form IRS 1040 Schedule A - Itemized Deductions. They are classified as miscellaneous itemized deductions and are included with other investment expenses, subject to 2% of your adjusted gross income. It is highly recommended that in addition to this provided information, that you check with your tax advisor to confirm that the expenses being itemized are indeed tax deductible.
