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Future Planning

A Practical Guide to Estate Planning for a Family with a Special Needs Child - Based in Troy, MI, Sebastian V. Grassi, Jr. is a nationally recognized tax and estate-planning practitioner and author of several tax and estate planning guides. He and his wife, Elizabeth, a special-education teacher, are the parents of three children; one of them, Laura, is an adult special-needs child with severe cerebral palsy. The book is divided into two parts: 17 chapters that present a clear and comprehensive overview of the essential elements of special-needs planning and five appendices that provide special-needs trust forms and practical, detailed commentary by Mr. Grassi and other noted lawyers on technical aspects of planning for a special-needs child.

Special Needs for School-Age Children: Planning Ahead When Your Child Has a Disability - If your child has a disability, or another family member with a disability relies on you for care and support, you're likely to be concerned about the future. You know that it's important to understand the best way to arrange your financial and legal affairs to be sure your child's care continues after your death. The following information is meant to help you think about your child's future. It will help you get ready to talk with any experts who may help you plan your estate. It will also help you understand how to let future caregivers know important information about your child.


Safe and Secure: Six Steps to Creating a Good Life for People with Disabilities - The authors of Safe and Secure: Six Steps to Creating a Good Life for People with Disabilities went to great lengths to make sure that parents are fully informed of the options and many steps involved in planning for the future of a loved one with disabilities. 


Special Needs Trust Administration Manual: A Guide for Trustees - The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities.


Planning for the Future: Providing a Meaningful Life for a Child with a Disability After Your Death - The completely revised and greatly expanded 5th edition of Planning for the Future: Providing a Meaningful Life for a Child with a Disability After Your Death discusses all the steps that parents should take to assure a secure and happy life for their disabled son or daughter.


Free Downloadable Letter of Intent Form – An 88 Item Checklist Showing Parents How to Communicate their Wishes and Knowledge about their Son or Daughter with a Disability to Future Caregivers - How can you, as a parent, be assured that your son or daughter will lead as complete a life as possible after your death? What can you do to make sure your hopes and aspirations are realized? Writing a letter of intent is a critical step in the planning process. This critical document permits parents to communicate vital information about their son or daughter to future caregivers.


Planning For a Disabled Child's Future - Parents make provisions for the years after their own passing. Meet Janet Taggart. Her days begin at 6:30 a.m., when she must rush to help her developmentally disabled daughter get ready for her adult day care program while tending to her 95-year-old mother at the same time.

My Brother's Keeper - Even when they were ailing, Betty and Alvin Ford refused to talk about their son's future. So when the elderly Mount Washington couple died - little more than a year apart - all responsibility for David Ford fell on his sister's shoulders. Mary-Jo Dale loves her brother. But she was ill-prepared to be the sole provider and caregiver to a middle-aged man who, because of a developmental disability (and perhaps his parents' protective instincts) had lived his life as a virtual child, never holding a job or living on his own.

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