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Shop >> Teleclasses >> Recordings >> Financial Implications of Special Needs Children in Divorce PART II (JUNE 2017)

Teleclass Recordings

Financial Implications of Special Needs Children in Divorce PART II (JUNE 2017)
Teleclass with Deb Johnson,ChFC, CDFA, CFDS, Betty Lehman, Disability Advisor and Melissa Edelman, CLU, ChSNC, CLTC

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This TELECLASS RECORDING IS NOT CE CREDIT ELIGIBLE

Deb Johnson, Melissa Edelman and Betty Lehman will be continuing the special needs discussion started in February 2017. They will further identify additional complex impacts on emotional and financial considerations

  • LANDSCAPE FOR FAMILIES RAISING A CHILD WITH DISABILITIES
    • How special needs families differ from typical families
    • How planning differs FOR special needs families
    • 'High Functioning' - IQ and Adaptive Functioning Differences
    • Education definition of 'disability' and IEP's
    • Emotional aspects
    • Cost of raising a child with disabilities
  • PUBLIC BENEFITS FOR MINOR CHILDREN
    • Medicaid State Plan
    • Medicaid Waivers
    • Eligibility (Disability Definition & Eligibility and Financial Eligibility)
    • Education definition of 'disability' and IEP's
  • FINANCIAL CONSIDERATIONS FOR FAMILIEIS WITH CHILDREN RECEIVING MEDICAID BENEFITS
    • Current expenses
    • Future expenses
    • Estate Planning (Supplemental Needs Trust)
    • Trust Funding Strategies
  • CHILD SUPPORT, WAIVERS, AND MEDICAID INTERACTION
  • THE NON-EMANCIPATED ADULT CHILD
    • Lifetime needs/support
    • Adult child's earned income
    • SSI and SSDI
    • ABLE accounts

  • Melissa Edelman


    Melissa has been successfully helping clients plan for their futures for over twenty years and in the financial services industry for over 25 year. She holds the Chartered Special Needs Consultant designation and works a great deal with parents of special needs children in their unique planning needs. With extensive practical knowledge and a holistic approach Melissa is able to help clients see their goals and find their "true north". Over the years, her practice has evolved to also work extensively with a community near and dear to her heart - families with special needs children.


    Betty Lehman


    Betty Lehman is a Metro Denver, CO Disability Advisor with Lehman Disability Planning LLC. The former ED of the Autism Society of CO, Betty led efforts for passage of 14 Colorado laws to support and protect thousands of individuals with disabilities. Betty advises on benefits and resources as well as supports families to identify the principles and values they want upheld for their children's care. As a parent of an adult with special needs, Betty walks the parent walk and understands the need for a quality life for every member of the family. Betty's goal as an advocate and ally is to educate, inform and empower families to create their comprehensive, coordinated life care plan for much deserved peace of mind.

    Click Here to Enroll

Length: 57 minutes
ID: TC062017A-E

 

 

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