What is the Achieving Independence System and How Can It Help You?
by Stephen W. Dale, Esq., LL.M
The Achieving Independence Estate Planning System is a four step process designed to address not just the current needs of a person with disabilities, but as much as possible, their FUTURE needs.
How does this work? You should utilize these four steps when planning for a special needs trust:
Step One - Clearly express your intent in your trust and related documents. A Special Needs Trust should have broad information for overall guidance to the management team.
Step Two - Choose a management system and team to carry out your intent. Along with a trusted and trained Trustee, this management team might include any or all of the following: Trust Protector, Social Worker or Case Manager, a financial adviser, a CPA, a Care Manager (who can help to identify needs and opportunities) and involved family/friends. Having a well qualified 'management team' that understands and is committed to your wishes as well as to the needs and welfare of the beneficiary will be the best way to address quality of life and advocacy.
Step Three - Develop a funding plan to fulfill your intent. It is important to make sure that the amount of funding is realistic to meet the objectives of the trust.
Step Four - Periodic reviews and updates. Times change. Services come and go. No matter how well prepared you are, the best way to address the needs of a beneficiary is to build in opportunities to review and adjust.
Utilizing these steps, in developing your Special Needs Trust will help your loved one both now and in the future.
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