Fwd: May 15, 2010 Meeting.doc / Reminder: Planning for the Future (San )

[Guest guest]

 

TEXAS ADULTS W/AUTISM AND

INTELLECTUAL

DISABILITIES

T.A.A.I.D

                                            

Saturday May 15, 2010

2:00

p.m. to 4:00 p.m

Shepherd

of the Hills Lutheran Church

6914 Wurzbach Road

San , Texas

 

Presenting: 

, Attorney

 

Planning

for the Future

 

Guardianships and Alternatives: 

Policy Issues, Rights of the Individual

 

Who can be Guardian?                                

Qualifications – actually disqualifications                      

Application Process

Types of Guardianships

Bonding

Oath

Annual Reporting

 

Selective Alternatives to

Guardianship

 

Agencies:  A

Veritable Alphabet Soup

Some Agency Rules

Some more Rules

Countable Resources

SSI Benefits reduced by income

  

Types of Special Needs Trusts

3rd Party SNT

3rd Party SNT: Disposition of Assets on Termination

Grantor (1st pary) SNT

(d)(4)(A) Trust

(d)(4)© Pooled SNT

Distributions Allowed

Cost considerations

 

For more information contact:  Irma Canfield    itcanfield@...

                                                 

Debby L. Valdez    dvaldez008@...