Protecting disabled adults’ assets and benefits is critical. Financial planning is helpful even if families don’t have a lot of money. In fact, some professionals might say having a financial plan for your loved one with a disability is more important if your family doesn’t have a lot of money.
Please join Ken Prodger and Scott Gill of Special Needs Planning Group for a special needs financial planning overview. They will discuss:
• Special Needs Trusts and Letters of Intent
• Supplemental Security Income (SSI)
• Social Security Disability Insurance (SSDI) with the Disabled Child Benefit (DAC)
• Achieving a Better Life Experience (ABLE) accounts
• Limited Conservatorships
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This is a Connections California event, a project of Parents Helping Parents – Silicon Valley. Connections California is in part sponsored by the San Andreas Regional Center and the California Department of Developmental Services.
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