Special Needs Financial Planners Anchorage AK

Read on to learn information on special needs financial planners in Anchorage, AK and gain access to public-private funding, special needs trust establishment, traditional investments, insurance services, and special needs supplement reporting, as well as advice and content on special needs financial panning.

State Developmental Disabilities Planning Council (Anchorage)
(907) 269-8990
PO Box 240249
Anchorage, AK
Support Services
Disability Advocacy, Other, Support Organization
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Governors Council on Disabilities & Special Education
(888) 269-8990 (toll free) or (907) 269-8990 (from
3601 C Street, Suite 740, PO Box 240249 (mailing address)
Anchorage, AK
Support Services
Disability Advocacy, Early Intervention, Educational Advocacy, Government/State Agency, Support Organization

Data Provided By:
Alaska Autism Resource Center
(866) 301-7372
3501 Denali Street Suite 101
Anchorage, AK
Support Services
Behavorial Intervention, Disability Advocacy, Doctor Referrals, Early Intervention, Early Intervention, Education, Educational Advocacy, Sensory Integration, Social Skills Training, State Resources, Education, State Resources, Parent Training, Support / Tutoring, Support Group Meetings, Support Organization, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
University of Alaska Anchorage Center for Human Development UAP
(907) 272-8270
2702 Gambell Street, Ste. 103
Anchorage, AK
Support Services
Adult Support, Disability Advocacy, Education, Educational Advocacy, Marriage & Family Counseling, Marriage & Family Counseling, Support Group Meetings, Support Organization, Training/Seminars

Data Provided By:
OT for Children
(907) 562-4550
4048 Laurel St., Ste 303
Anchorage, AK
Support Services
Occupational Therapy, Play Therapy, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade

Data Provided By:
Governors Council on Disabilities and Special Education
(907) 269-8990
P.O. Box 240249
Anchorage, AK
Support Services
Disability Advocacy, Educational Advocacy, Other
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Protection and Advocacy Agency (Anchorage)
(907) 344-1002
Disability Law Center of Alaska
Anchorage, AK
Support Services
Other

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Easter Seal Society of Alaska
(907) 277-7325
Physical and Cognitive Disabilities
Anchorage, AK
Support Services
Disability Advocacy, Support Organization
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Joan Priestley, M.D.
907-562-2162 x1321
3705 Arctic #1321
Anchorage, AK
Support Services
DAN! Pediatrics, Medical, Nutritional Counseling
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Hope Community Resources, Inc.
907- 561-5335, ext. 456
540 W. Intl Airport Rd.
Anchorage, AK
Support Services
Support Organization

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Common Mistakes Parents Make With Their Special Needs Trusts

Common mistakes parents make with their special needs trusts

Heath Burch, CFP

We meet a number of families each year that have already met with a planner in an attempt to design a special needs plan. The plans are put together with the best of intentions in hopes of providing ongoing care for their loved one with special needs. Unfortunately, many of these plans are incorrectly designed and fall short of providing the desired outcome.

The most common errors we see are often related to the drafting of a special needs trust. We'll outline below three of the most common mistakes we encounter when working with reviewing these trusts.

Each week we review a number of special needs trusts given to us by parents simply looking to confirm that what they have works. The family has done exactly what they thought they needed in that they have created a trust in order to provide ongoing care for their loved one with special needs should they no longer able to provide it. The problem is that many of these documents are put into place without the parents truly understanding what they are signing.

We've seen documents that do not successfully preserve access to benefits like social security, often the primary goal of the trust. We have encountered documents that make the state (Medicaid) the named beneficiary of any assets remaining after the child's life in cases when it is not necessary. At times we have even seen documents that ultimately disinherit a child with special needs without the parents even aware of the fact.

If you aren't certain that your legal documents are designed as you intended or worse, you aren't sure exactly what they contain, please get them reviewed by an attorney that specializes in this type of planning. It never hurts to get a second opinion and provide yourself the sense of security of knowing that you have a well-drafted, effective set of legal documents to protect your family.

In the event that you have a well-drafted special needs trust your work may not be done. If the attorney or advisor you worked with hasn't walked you through how to title all of your various assets and you haven't moved most of your assets into the trust when appropriate, or directed them to the trust through a beneficiary designation or transfer on death designation when appropriate, you aren't done.

This is not an easy task, which is exactly why so many families walk into our office without having it done. There are a lot of reasons why the titling work may not have been done. It is possible the advisor didn't want to take on the responsibility. Maybe you weren't sure how to title an asset such as your house in the trust? Or maybe you had every intention of updating your beneficiary designations, but just forgot or ran out of time?

Regardless, you must finish what you started. If the attorney or advisor that helped you with the trust hasn't helped you finish the job, it is your responsibility to find someone who can.

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