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Designing a Distribution Plan for a Special Needs Trust: Beyond the Life Care Plan

Join SNA Armchair Chat with Begley & Bookbinder, P.C. as they discuss designing a comprehensive distribution plan for a special needs trust. Explore the components of a life care plan, assessment techniques, vocational handicaps, estate recovery, insurance options, and more.

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Designing a Distribution Plan for a Special Needs Trust: Beyond the Life Care Plan

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  1. Committed to Excellence Designing a Plan of Distribution for a Special Needs Trusts: Beyond The Life Care Plan SNA Armchair Chat Begley & Bookbinder, P.C.

  2. Renee – Designing The Life Care Plan Roger – Deconstructing The Life Care Plan Tom – Beyond The Life Care Plan The Life Care Plan Series

  3. Introduction Purpose of Referral Assumptions Components of a Life Care Plan

  4. Document Review Evaluation Interview ADL Assessment Life Care Plan Cost Absent - Who Pays Methodology

  5. Background Information Chief Complaints Emotional Complaints Physical Limitations Feeding Complications Medical Treatment General Description

  6. Hospitalization Treating Physician Therapies Equipment/Supplies/Medications Nursing Care ADL’s Medical Treatment

  7. Type of Service Frequency of Service Purpose Cost Per Unit Annual Cost Costing the Components

  8. Bailey Accessibility Items Cost Architectural

  9. Parents & Family Work History Physical & Emotional Complaints Vocational Handicaps What type of Work could have been done? Residual Earning Capacity What Jobs can he do? What does it pay? Employability & Earning Capacity

  10. Not in Life Care Plan Home Vehicle Trip to Disney World Debt Emergency Fund Hopes & Dreams

  11. Involve all Parties Identify Cash Needs Explain the Needs Clearly Structure/Cash Relationship

  12. Trust - Payback Beneficiary – Non-Countable (house) Estate Recovery Risk Factors Family Member The Problem Judge Allocation

  13. The Abandoning Parent Power of Appointment (minor) Allocation to Others Structured Settlement Beneficiary Intestacy

  14. Medicare Medicare Supp Medicare Advantage High Risk Insurance Pool Insurance Through Family Member Cobra 18 Months Regular 29 Months Disability Private Insurance/ Medicare

  15. SSI Linked Medicaid Waivers Medicaid

  16. Person with Disability Family Trustee Disability Lawyer PI Lawyer Structured Settlement Broker Counseling Session/ The Players

  17. Sole Benefit Of Pro-Rata Share Legal Obligation of Support Distribution Caps Reporting Requirements Legal Concepts

  18. Categories Who Will Pay? Trust Person with Disabilities Family Credit Card Medicare Medicaid Private Insurance Other Budget

  19. Committed to Excellence Designing a Plan of Distribution for a Special Needs Trusts: Beyond The Life Care Plan SNA Armchair Chat Begley & Bookbinder, P.C. J:\presentations\SNT-desiging a plan of distributions for a SNT. pot

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