Hal Wright
The Complete Guide to Creating a Special Needs Life Plan: A Comprehensive Approach Integrating Life, Resource, Financial, and Legal Planning to Ensure
Hal Wright
The Complete Guide to Creating a Special Needs Life Plan: A Comprehensive Approach Integrating Life, Resource, Financial, and Legal Planning to Ensure
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This comprehensive guide explains how to create a life plan for an individual with special needs to ensure they have the best possible future. The author offers knowledgeable advice and practical information on creating circles of support, employment and residential options, government programs, financial and legal considerations, and much more.
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This comprehensive guide explains how to create a life plan for an individual with special needs to ensure they have the best possible future. The author offers knowledgeable advice and practical information on creating circles of support, employment and residential options, government programs, financial and legal considerations, and much more.
Produktdetails
- Produktdetails
- Verlag: Jessica Kingsley Publishers
- New
- Seitenzahl: 360
- Erscheinungstermin: 28. Juli 2013
- Englisch
- Abmessung: 247mm x 172mm x 20mm
- Gewicht: 615g
- ISBN-13: 9781849059145
- ISBN-10: 1849059144
- Artikelnr.: 37194512
- Verlag: Jessica Kingsley Publishers
- New
- Seitenzahl: 360
- Erscheinungstermin: 28. Juli 2013
- Englisch
- Abmessung: 247mm x 172mm x 20mm
- Gewicht: 615g
- ISBN-13: 9781849059145
- ISBN-10: 1849059144
- Artikelnr.: 37194512
Hal Wright has been married for forty years and has three adult children, one born with Down syndrome. He had a successful 27 year career in corporate finance, but in 2004 read an article in the Wall Street Journal about the scarcity of financial planners with expertise in special needs planning. He resigned his corporate position and established a financial planning practice focused on special needs planning. He graduated from the College of Financial Planning and earned the respected professional designation of Certified Financial Planner (CFP®). Now retired from professional practice, he is a frequent speaker on the topic and has presented to the Colorado Bar Association and the Women's Estate Planning Council for CLE credit. He lives in Denver, Colorado.
Acknowledgements. Preface. Introduction: What is "Special Needs" Planning?
Part 1: Life Planning: Your Child's Place in the Community. 1. Start with a
Life Plan Chapter. 2. Create the Circles of Support. 3. Life Skills are the
Foundation for Independence. 4. Write a Letter of Intent. A Checklist of
Life Planning Actions. The Case Studies: Life Plans. Part 2: Resource
Planning: Making It Possible. 5. Identify the Services to Meet Special
Needs. 6: A Job One Can Be Proud Of. 7. A Home of One's Own. 8. Understand
the Basics of Social Security and Medicare. 9. Understand the Basics of
Supplemental Security Income and Medicaid. 10. Understand State-Provided
Services for Adults with Disabilities. A Checklist of Resource Planning
Actions. Case Studies: Resource Plans. Part 3: Financial Planning: Paying
for the Resources. 11. Develop a Special Needs Financial Plan. 12. Estimate
Lifetime Financial Support. 13. Plan for Funding and Managing a Special
Needs Trust. 14. Maintain an Insurance Safety Net. 15. Efficiently Manage
Income, Trust and Estate Taxes. 16. Update Your Financial Records to
Implement Your Estate Plan. A Checklist of Financial Planning Actions. Case
Studies: Financial Plans. Part 4: Legal Planning: Protecting Your Vision
and Your Child. 17. Establish a Comprehensive Estate Plan. 18. Prepare the
Appropriate Legal Documents. 19. Establish a Special Needs Trust. 20.
Obtain Guardianship or Implement Alternative Protections. A Checklist of
Estate Planning Actions. Case Studies: Legal Plans. Part 5: Special
Circumstances. 21. Divorce and the Special Needs Child. 22. Denial of
Eligibility for Government Benefits. 23. Marriage: Considerations for
People with Disabilities. 24. Twelve Things to Remember. List of Acronyms.
Definitions of Important Terms. References and Further Reading. Index.
Part 1: Life Planning: Your Child's Place in the Community. 1. Start with a
Life Plan Chapter. 2. Create the Circles of Support. 3. Life Skills are the
Foundation for Independence. 4. Write a Letter of Intent. A Checklist of
Life Planning Actions. The Case Studies: Life Plans. Part 2: Resource
Planning: Making It Possible. 5. Identify the Services to Meet Special
Needs. 6: A Job One Can Be Proud Of. 7. A Home of One's Own. 8. Understand
the Basics of Social Security and Medicare. 9. Understand the Basics of
Supplemental Security Income and Medicaid. 10. Understand State-Provided
Services for Adults with Disabilities. A Checklist of Resource Planning
Actions. Case Studies: Resource Plans. Part 3: Financial Planning: Paying
for the Resources. 11. Develop a Special Needs Financial Plan. 12. Estimate
Lifetime Financial Support. 13. Plan for Funding and Managing a Special
Needs Trust. 14. Maintain an Insurance Safety Net. 15. Efficiently Manage
Income, Trust and Estate Taxes. 16. Update Your Financial Records to
Implement Your Estate Plan. A Checklist of Financial Planning Actions. Case
Studies: Financial Plans. Part 4: Legal Planning: Protecting Your Vision
and Your Child. 17. Establish a Comprehensive Estate Plan. 18. Prepare the
Appropriate Legal Documents. 19. Establish a Special Needs Trust. 20.
Obtain Guardianship or Implement Alternative Protections. A Checklist of
Estate Planning Actions. Case Studies: Legal Plans. Part 5: Special
Circumstances. 21. Divorce and the Special Needs Child. 22. Denial of
Eligibility for Government Benefits. 23. Marriage: Considerations for
People with Disabilities. 24. Twelve Things to Remember. List of Acronyms.
Definitions of Important Terms. References and Further Reading. Index.
Acknowledgements. Preface. Introduction: What is "Special Needs" Planning?
Part 1: Life Planning: Your Child's Place in the Community. 1. Start with a
Life Plan Chapter. 2. Create the Circles of Support. 3. Life Skills are the
Foundation for Independence. 4. Write a Letter of Intent. A Checklist of
Life Planning Actions. The Case Studies: Life Plans. Part 2: Resource
Planning: Making It Possible. 5. Identify the Services to Meet Special
Needs. 6: A Job One Can Be Proud Of. 7. A Home of One's Own. 8. Understand
the Basics of Social Security and Medicare. 9. Understand the Basics of
Supplemental Security Income and Medicaid. 10. Understand State-Provided
Services for Adults with Disabilities. A Checklist of Resource Planning
Actions. Case Studies: Resource Plans. Part 3: Financial Planning: Paying
for the Resources. 11. Develop a Special Needs Financial Plan. 12. Estimate
Lifetime Financial Support. 13. Plan for Funding and Managing a Special
Needs Trust. 14. Maintain an Insurance Safety Net. 15. Efficiently Manage
Income, Trust and Estate Taxes. 16. Update Your Financial Records to
Implement Your Estate Plan. A Checklist of Financial Planning Actions. Case
Studies: Financial Plans. Part 4: Legal Planning: Protecting Your Vision
and Your Child. 17. Establish a Comprehensive Estate Plan. 18. Prepare the
Appropriate Legal Documents. 19. Establish a Special Needs Trust. 20.
Obtain Guardianship or Implement Alternative Protections. A Checklist of
Estate Planning Actions. Case Studies: Legal Plans. Part 5: Special
Circumstances. 21. Divorce and the Special Needs Child. 22. Denial of
Eligibility for Government Benefits. 23. Marriage: Considerations for
People with Disabilities. 24. Twelve Things to Remember. List of Acronyms.
Definitions of Important Terms. References and Further Reading. Index.
Part 1: Life Planning: Your Child's Place in the Community. 1. Start with a
Life Plan Chapter. 2. Create the Circles of Support. 3. Life Skills are the
Foundation for Independence. 4. Write a Letter of Intent. A Checklist of
Life Planning Actions. The Case Studies: Life Plans. Part 2: Resource
Planning: Making It Possible. 5. Identify the Services to Meet Special
Needs. 6: A Job One Can Be Proud Of. 7. A Home of One's Own. 8. Understand
the Basics of Social Security and Medicare. 9. Understand the Basics of
Supplemental Security Income and Medicaid. 10. Understand State-Provided
Services for Adults with Disabilities. A Checklist of Resource Planning
Actions. Case Studies: Resource Plans. Part 3: Financial Planning: Paying
for the Resources. 11. Develop a Special Needs Financial Plan. 12. Estimate
Lifetime Financial Support. 13. Plan for Funding and Managing a Special
Needs Trust. 14. Maintain an Insurance Safety Net. 15. Efficiently Manage
Income, Trust and Estate Taxes. 16. Update Your Financial Records to
Implement Your Estate Plan. A Checklist of Financial Planning Actions. Case
Studies: Financial Plans. Part 4: Legal Planning: Protecting Your Vision
and Your Child. 17. Establish a Comprehensive Estate Plan. 18. Prepare the
Appropriate Legal Documents. 19. Establish a Special Needs Trust. 20.
Obtain Guardianship or Implement Alternative Protections. A Checklist of
Estate Planning Actions. Case Studies: Legal Plans. Part 5: Special
Circumstances. 21. Divorce and the Special Needs Child. 22. Denial of
Eligibility for Government Benefits. 23. Marriage: Considerations for
People with Disabilities. 24. Twelve Things to Remember. List of Acronyms.
Definitions of Important Terms. References and Further Reading. Index.