Special Needs Financial Planners Bellevue WA

Read on to learn information on special needs financial planners in Bellevue, WA 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.

Hope Clinic
(425) 462-7800
12301 NE 10th Place, Suite 302
Bellevue, WA
Support Services
Doctors, Optometry / Behavioral Optometry, Other
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Christopher Nelson, PhD
(206) 459-4817
Wilburton Ridge Office Park, 365 118th Avenue SE, Suite 110
Bellevue, WA
Support Services
Adult Support, Behavorial Intervention, Career Counseling, Medical, Other, Psychological Counseling, RDI, Social Skills Training, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Steven Rothman, Ph.D. - Licensed Clinical Psychologist
(425) 454-4266
1800 - 112th Ave. NE, Suite 240W
Bellevue, WA
Support Services
Other, Training/Seminars

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Neuropath Learning
(425) 646-5055
600 108th Ave NE Suite 535
Bellevue, WA
Support Services
Academic Assessments, Assistive Technology, Early Intervention, Educational Assessment, Helpful Websites, Support / Tutoring
Ages Supported
Preschool,Kindergarten,1-5 Grade

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Helping Hands for the Disabled
(425) 644-4344
PO Box 6335
Bellevue, WA
Support Services
Adult Support, Marriage & Family Counseling, Residential, Residential Facility, Support Organization

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Turning Point Therapies, LLC
(425) 497-2850
2330 130th Ave NE, Suite C-103
Bellevue, WA
Support Services
Speech Therapy, Therapy Providers

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MOSAIC Childrens Therapy Clinic
(425) 644-6328
2445 140th Avenue NE, Suite B-105
Bellevue, WA
Support Services
Occupational Therapy, Physical Therapy, Play Therapy, Sensory Integration, Social Skills Training, Speech Therapy, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade

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Music Works
(426) 644-0988
14360 SE Eastgate Way, Suite 102
Bellevue, WA
Support Services
Education, Music Therapy, Other

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Crick Software
(866) 33C-RICK
50 116th Ave SE, Suite 211
Bellevue, WA
Support Services
Products/Stores

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Families for Effective Autism Treatment (FEAT) of Washington
(206) 763-3373
PO Box 6159
Bellevue, WA
Support Services
ABA, Ideas For Finding Therapists, ABA, Therapy Services, ABA/Discrete Trial, Activities, Behavorial Intervention, Disability Advocacy, Early Intervention, Early Intervention, Educational Advocacy, Social Skills Training, Summer Camp/ESY, Support / Tutoring, Support Organization, Therapy Providers, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

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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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