Below you will find some resources that you and other Advocates have found helpful.
Technical Reference Tools
- Taxation of Special Needs Trusts (pdf)
- Understanding the Difference-ABLE Account and Trust Comparison (pdf)
Protected Tomorrows Newletters (pdf)
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- April 2018
- February 2018
- December 2017
- November 2017
- October 2017
- August 2017
- May 2017
- March 2017
- December 2016
- November 2016
- October 2016
- August 2016
- June 2016
- May 2016
- Wrights Law – resource for special education law.
- Yellow Pages for Kids with Disabilities
- Special Olympics
- 10 Tips to Make Your Child’s Hospital Stay Easier (doc)
- Designing Your Accessible Home: Working with a Specialized Architect (doc)
- Disability Rights in Private and Public Housing (doc)
- Helping Students with Cognitive Disabilities Find and Keep a Job (doc)
- The Importance of Developmental Screening for Children (doc)
- Planning Around Government Assistance Programs (doc)
- Quick Glance at Government Benefits (doc)
- Special Needs Trust: Put Money Aside Without Jeopardizing Benefits (doc)
- Stretch That Dollar! Ways to Save When Medical Bills Are Overwhelming (doc)
- What’s so Special About Special Needs Planning? (doc)
- Advise your clients to keep their child’s school and medical records.
- Advise your client they need at least one original birth certificate.
- Make sure the attorneys you are referring your clients to have experience in Special Needs Trusts.
- If your client is planning on applying for government benefits, verify and then verify again what, if any assets are in the child’s name. Make sure there are no “forgotten” US Savings Bonds.
- Encourage your client to document information about their child with special needs by using the Document the Wonder™ process.
- Encourage your client to think long range. What are their hopes and goals? This will help you plan for your client and review the Protected Tomorrows®.
- Don’t forget to ask your client’s about themselves. Protected Tomorrows™ prides itself in taking a holistic approach to future planning. We want to know about the entire family. It encourages client’s to share with you and assures them that you’re not just another financial planner.
- Remind your clients that their accounts need to reflect the Special Needs Trust and not the child with disabilities.