Special Needs Financial Planners Cincinnati OH

Read on to learn information on special needs financial planners in Cincinnati, OH 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.

University Affiliated Cincinnati Center for Developmental Disorders
(513) 636-4688
Pavilion Building
Cincinnati, OH
Support Services
Disability Advocacy, Medical, Research, Research, Support Organization
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Cincinnati Center for Developmental Disorders
513-636-4200; 1-800-344-2462
3300 Elland Avenue
Cincinnati, OH
Support Services
Early Intervention, Medical, Therapy Providers

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The Olympus Center
(513) 559-0404
2230 Park Avenue
Cincinnati, OH
Support Services
Other
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Shasme Jones LPN
(513) 761-3464
7235 Scottwood Avenue
Cincinnati, OH
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Physical Therapy Options, Inc.
(513) 821-0346
10133 Springfield Pike, Suite A
Cincinnati, OH
Support Services
Occupational Therapy, Physical Therapy, Speech Therapy, Therapy Providers

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University Affiliated Cincinnati Center for Developmental Disorders (LEND)
(513) 636-8383
Cincinnati Childrens Hospital Medical Center, MLC 4002, 333 Burnet Avenue
Cincinnati, OH
Support Services
Training/Seminars

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Kelly OLeary Center for Autism Spectrum Disorders
513-636-5340; 800-344-2462 ext. 6-5340
University of Cincinnati, Pavilion Bldg., 3333 Burnet Ave.
Cincinnati, OH
Support Services
ABA/Discrete Trial, Behavorial Intervention, Compounding Pharmacies, Marriage & Family Counseling, Medical, Occupational Therapy, Play Therapy, Psychological Counseling, Research, Research, Social Skills Training, Speech Therapy, Therapy Providers, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
Frank Wood Ph.D.
(513) 381-6611
Cincinnati, OH
Support Services
ABA, Therapy Services, Behavior Assessment, Behavorial Intervention, Disability Advocacy, Educational Assessment, Marriage & Family Counseling, Psychological Counseling, Training/Seminars
Ages Supported
11-12 Grade,6-8 Grade,9-10 Grade,Adult

Data Provided By:
Sandra Chappell
(513) 772-8048
1209 Thomas Court
Cincinnati, OH
Ages Supported
9-10 Grade,11-12 Grade,Adult

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Northern Kentucky Childrens Advocacy Center
(859) 261-3441
103 Landmark Dr. Suite 360
Bellevue, KY
Support Services
Disability Advocacy

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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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