M&L Special Needs Planning Workshops: Winter/Spring 2012

M&L Special Needs Planning will host several lectures over the next few months concerning special needs planning. For more information, call 202-248-7113.

January 17, 7-8:30 p.m.: Navigating the Financial World of the Special Needs Family—The workshop is an overview of the journey of the special needs family. It examines the unique process of providing and planning for such a family. Attendees will learn about about financial planning timeline and the difference between traditional vs. special needs planning. The speakers will address legal and estate issues, guardianship, special needs trusts, funding the trust, and letters of intent. This lecture will take place at LearningRx (5017B Wilson Lane) in Bethesda. Register online.

February 7, 7-8:30 p.m.: Understanding SSI/Medicaid and SSDI/Medicare—Learn about these government benefits in language that is understandable. The presentation will go into detail about what these programs are, their importance, when to apply, how to apply, how to qualify, and how much money the individual with special needs will possibly receive. This lecture will take place at the Treatment and Learning Center, Suite 100 (2092 Gaither Road) in Rockville. Register online.

February 21, 7-8:30 p.m.: Understanding SSI/Medicaid and SSDI/Medicare—See description above. This lecture will take place at LearningRx (5017B Wilson Lane) in Bethesda. Register online.

March 6, 7-8:30 p.m.: Estate Planning for the Special Needs Family—A special needs attorney will discuss key elements of estate planning for the special needs family. There will be an explanation of all the necessary estate planning documents with a description of a special needs trust, guardianship and estate planning considerations when dealing with individuals with special needs, and different ways to fund the special needs trust. This lecture will take place at the Treatment and Learning Center, Suite 100 (2092 Gaither Road) in Rockville. Register online.

April 10, 7-8:30 p.m.: Navigating the Financial World of the Special Needs Family—See description above. This lecture will take place at the Treatment and Learning Center, Suite 100 (2092 Gaither Road) in Rockville. Register online.

April 24, 7-8:30 p.m.: Navigating the Financial World of the Special Needs Family—See description above. This lecture will take place at LearningRx (5017B Wilson Lane) in Bethesda. Register online.

May 8, 7-8:30 p.m.: Preparing the Letter of Intent for Your Special Needs Child—The format is designed to communicate information along with your desires and concerns for your special needs child to future caretakers. Attendees will receive an M&L Special Needs Planning CD with all the questions to be filled out, which is accomplished as much as possible during the workshop. This lecture will take place at the Treatment and Learning Center, Suite 100 (2092 Gaither Road) in Rockville. Register online.

May 15, 7-8:30 p.m.: Understanding SSI/Medicaid and SSDI/Medicare—See description above. This lecture will take place at LearningRx (5017B Wilson Lane) in Bethesda. Register online.