A Lawyer’s Guide to Working with Special Needs Clients

Over 12 percent of the American population have disabilities, and this population has been growing. They and their families face daily challenges of finding and paying for education, health care services, and even basic support. The tasks of day-to-day care can consume much of their energies. They are hungry for information and help with finding needed resources and planning for secure futures. Yet, efforts to find such information and planning advice online or in the community often lead to misinformation, mistaken conclusions, and even misguided planning that does not achieve the desired ends.

Join author and speaker Richard Courtney as he shares forms and planning techniques for drafting wills, powers of attorney, special needs trusts and other legal documents that will achieve the clients’ goals for health care and financial security in the future.

You'll learn:

• How to identify challenges faced by the disability community
• Techniques you can use to help your clients address those challenges
• The different types of disabilities and the ethical pitfalls they present in dealing with various cognitive and capacity issues
• Effective decision-making strategies
• How to identify eligibility requirements of and the resources available from the prominent public benefit programs that aid with persons with disabilities, including Social Security, Medicare, Medicaid, Food Stamps, and HUD housing among others