Caring for Special Needs Individuals – An Intergenerational Approach

Presented by the Dowling College Center for Intergenerational Policy and Practice

Presenters:
Paul Hyl, Esq., Partner, Cona Elder Law
Dr. Susanne Bleiberg Seperson, Director, Dowling College Center for Intergenerational Policy and Practice
Craig Marcott, Certified Financial Planner and Special Needs Consultant

They say it “takes a village” to raise a child. For a special needs child, it takes several generations. Special needs individuals may require care and assistance for their entire lives, not just in childhood. This presentation by the Dowling College Center for Intergenerational Policy and Practice will review some of the legal and financial implications of caring for a special needs individual and discuss the roles to be played by grandparents, parents, siblings and nieces and nephews. Topics to be discussed include:

♦ Special Needs Trusts

♦ Medicaid Planning and Benefits

♦ Protecting Assets Without Losing Government Benefits

♦ Pooled Trusts

♦ Estate Planning

♦ Planning Through Wills

♦ Guardianships – Planning Beyond Age 17

♦ Funding Special Needs Trusts

♦ Financing Special Needs

♦ Housing Options

♦ Financial Planning