Futures Planning

PARTICIPANTS WILL OBTAIN:

• The basics of futures planning

• Considerations of providing a lifetime care and what steps should be taken when

• Overview of considerations including wills, WV able program, special needs trusts, SSI/SSDI, and alternatives to guardianship

• Medical insurance considerations for specialized services and products

• Information and tools regarding the process of seeking and obtaining guardianship what to consider

• Provide practical information regarding available alternatives to guardianship that would enable the best outcome for the proposed protected person.

Presentation

Futures Planning PowerPoint Presentation 10.24.20 - WV Autism Society

Futures Planning PowerPoint Presentation 9.9.2020 - Wood County Society

Futures Planning Resources

• 10 Action Steps for Special Needs Estate Planning - Special Needs Alliance

• Planning Now Guide - Maryland Developmental Disabilities Council

• Center for Future Planning - The Arc of the US

• Letter of Intent Considerations - Special Needs Alliance

• Letter of Intent Template (child)

• Letter of Intent Template (teen/adult)

Alternatives to Guardianship

• Rethinking Guardianship - (video link) WV Developmental Disabilities Council

• Guardianship or Power of Attorney?

• Supported Decision Making Resource Library - ACLU

• Supported Decision Making

• Support My Decision Initiative - A User’s Guide for People with Disabilities and Their Supporters (www.supportmydecision.org - MAINE)

• How to Write A Supported Decision Making Agreement - ACLU (www.aclu.org)

• Explaining Medical Power of Attorney in Plain Language

• WV Combined Medical Power of Attorney & Living Will

• Q&A End of Life Care and Medical Power of Attorney Agreement

• WV Power of Attorney Forms (General, Durable, Real Estate, Limited, etc)

  • Legal Consultation is strongly advised when using this resource and these forms

• Power of Attorney and Will Information - WV State Bar

• Representative Payee

• Easy-to-Use, Multi-State Form for All Adults

• Representative Payee

• Easy-to-Use, Plain Language Medical, Educational, Confidentiality Letters

Guardianship and Conservatorship

• Adult Guardianship: What Do I Need To Know? - www.lawwv.net

• Wills, Guardianship, Advance Directives for 50 States - FORMS www.justia.com

• Adult Guardianship Handbooks by State - www.americanbar.org

• WV Guardianship & Conservatorship Forms

• WV Guardianship & Conservatorship Training Manual

Financial Considerations

• Special Needs Trusts and Wills - (video link) WV Developmental Disabilities Council

• Special Needs Trusts Overview - www.findlaw.com

• Special Needs Trusts Detailed Guidelines - www.firstcapitalsurety.com

• ABLE National Resource Center - ablenrc.org

• ABLE State Program Links - ablenrc.org

• ABLE Accounts - WVABLE

• ABLE, Pooled Trust, Special Needs Trust Comparison Chart

Rethinking Guardianship - (video link) WV Developmental Disabilities Council - https://ddc.wv.gov/Training/Pages/Rethinking-Guardianship.aspx

Guardianship or Power of Attorney?

https://www.astrive.org/s/Sample-Guardianship-Documents.docx

Explaining Medical Power of Attorney in Plain Language (source unknown)

https://www.astrive.org/s/Sample-Guardianship-Documents.docx

Easy-to-Use, Multi-State Form for All Adults

https://www.americanbar.org/content/dam/aba/administrative/law_aging/2020-multi-state-fillable-hcpa.pdf

Representative Payee –

https://www.ssa.gov/payee/faqbene.htm

Easy-to-Use, Plain Language Medical, Educational, Confidentiality Letters –

https://www.aclu.org/sites/default/files/field_document/authorizations_to_share_medical_and_educational_records_based_on_california_law.pdf (CALIFORNIA)

---