Special Needs Financial Planners Bridgeport CT

Read on to learn information on special needs financial planners in Bridgeport, CT 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.

Annmarie P. Briones, Esq.
(203) 259-5300
Friedman, Newman, Levy & Sheehan, P.C.
Fairfield, CT
Support Services
Disability Advocacy, Legal Services
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

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PDD/Asperger Support Group of Fairfield County, CT
(203) 374-5111
60 Lealand Street
Bridgeport, CT
Support Services
Government/State Agency, Support Group Meetings, Support Organization

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PDD/Asperger Support Group, Inc.
(203) 374-5711
60 Lealand Street
Bridgeport, CT
Support Services
Support Organization
Ages Supported
Adult

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Montano Assistive Technology Center
(203) 333-3366
2326 East Main Street
Bridgeport, CT
Support Services
Music Therapy, Nutritional Counseling, Occupational Therapy, Other, Sensory Integration, Speech Therapy, Therapy Providers, Tomatis/AIT, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Cooperative Educational Services (C.E.S.)
(203) 365-8800
40 Lindeman Drive
Trumbull, CT
Support Services
Education, Educational Advocacy
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Little Big Steps, LLC
(203) 870-6326
Fairfield County, CT
Support Services
ABA, Ideas For Finding Therapists, ABA, Therapy Services, ABA/Discrete Trial, Behavior Assessment, Behavorial Intervention, Early Intervention, Educational Assessment, Social Skills Training, Verbal Behavior
Ages Supported
1-5 Grade,Kindergarten,Preschool

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Brian Henninger, ND
(203) 375-9303
Stationhouse Pediatrics, 2505 Main St.
Stratford, CT
Support Services
Biomedical Intervention

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Greater Bridgeport Ctr. for Autism Outreach
(203) 374-8588
c/o SOS Computers, 3876 Main Street
Bridgeport, CT
Support Services
Support Organization

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The Center for Naturopathic Medicine, Inc
(203) 377-1525
Stratford, CT
Support Services
Doctors, Naturopathic / Homeopathy, Nutritional Counseling
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Adult,Kindergarten,Preschool

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Total Learning and Therapy Center
(203) 268-8852
5893 Main Street
Trumbull, CT
Support Services
ABA/Discrete Trial, Auditory Integration Therapy, Behavorial Intervention, Early Intervention, Educational Advocacy, Marriage & Family Counseling, Occupational Therapy, Physical Therapy, Play Therapy, Psychological Counseling, Sensory Integration, Social Skills Training, Speech Therapy, Therapy Providers, Training/Seminars, Verbal Behavior
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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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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