This workshop aims to empower families with the knowledge and tools needed to effectively plan for the future of family members with disabilities. Participants will learn how to create and manage Special Needs Trusts, ensuring financial security and quality of life for their loved ones. Additionally, the workshop will provide insights into legal strategies and resources to navigate the complexities of estate planning for special needs.
Welcome and Introduction
- Brief overview of the day’s objectives.
- Distribution of workbooks to all participants.
- Estate Planning 101
- Arizona Government Benefits 101: ALTCS, DDD, SSI, etc.
Interactive Segment: Brainstorming Personal Objectives - Participants use workbooks to outline their specific goals for estate planning.
Understanding Special Needs Trusts
- Presentation on the basics and importance of Special Needs Trusts.
- Interactive Q&A: Clarifying concepts using the workbook examples.
Legal Framework and Requirements
- Detailed discussion on legal requirements for setting up Special Needs Trusts.
- Workbook Activity: Identifying legal steps and documentation.
Scenario Analysis
Resources and Support
- Overview of resources available for families planning for special needs.
- Interactive Discussion: Sharing experiences and resources.
Closing Remarks
At our workshop, we prioritize providing valuable information and guidance without any pressure or sales tactics. Attendees will receive comprehensive insights on moving forward with their estate planning, ensuring a comfortable and informative experience free from any obligation.
