Special Needs Planning: Drafting a Memorandum of Intent

McFadden Bushnell offers informational seminars on topics related to estate planning, elder law planning, and planning for individuals with special needs.

McFadden Bushnell LLC

Learn how a Memorandum of Intent guides family and caregivers with vital details and templates to plan for a loved one’s future.

Offices of McFadden Bushnell

Planning for a loved one with special needs often means preparing for a time when you may no longer be there to provide daily guidance and support. A Memorandum of Intent is one of the most practical and compassionate tools caregivers can create to ensure continuity of care.This session will explain how a Memorandum of Intent helps guide family members, future trustees, and caregivers by sharing important — and sometimes vital — information about your loved one’s routines, preferences, medical history, services, supports, and personal goals. While not a legal document, it serves as a roadmap to help others step in confidently and provide consistent, informed care.We’ll walk through: • What a Memorandum of Intent is (and isn’t) • Why every special needs plan should include one • The types of information to include • Tips for organizing and updating it over time • Sample templates and starter documents you can use right awayYou’ll leave with practical tools and a clear starting point to help protect your loved one’s quality of life and give your family peace of mind.

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Special Needs Planning: Drafting a Memorandum of Intent

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Special Needs Planning: Drafting a Memorandum of Intent

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