Resources

Below you will find some resources that you and other Advocates have found helpful.

• Taxation of Special Needs Trusts (pdf)
• Understanding the Difference-ABLE Account and Trust Comparison (pdf)

• Protected Tomorrows® Writing Guidelines (doc)

• March 2022
• January 2022
• November 2021
• September 2021
• July 2021
• June 2021
• May 2021
• April 2021
• March 2021
• February 2021
• January 2021
• December 2020
• November 2020
• October 2020
• September 2020
• August 2020
• July 2020
• June 2020
• May 2020
• April 2020
• March 2020
• January 2020

• Wrights Law – resource for special education law.
• Yellow Pages for Kids with Disabilities
• Special Olympics

• Social Security Administration
• Medicare
• Department of Health and Human Services

• 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.