Special Needs Financial Planners Fredericksburg VA

Read on to learn information on special needs financial planners in Fredericksburg, VA 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.

DKB Therapy Services, PLLC
(888) 511-1091
711 Westwood Office Park
Fredericksburg, VA
Support Services
ABA, Ideas For Finding Therapists, ABA, Therapy Services, ABA/Discrete Trial, Academic Assessments, Advocates (Special Education), Art Therapy, Assistive Technology, Auditory Integration Therapy, Babysitting / Childcare, Behavorial Intervention, Disability Advocacy, Early Intervention, Educational Advocacy, Interactive Metronome, Lawyers (Special Education), Lawyers (Special Needs Trusts), Lindamood Bell, Nutritional Counseling, Nutritional Counseling, Occupational Therapy, Physical Therapy, Pla
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Fredericksburg Area (VA) Chapter ASA
(540) 720-0068
206 Park Brook Court
Stafford, VA
Support Services
Disability Advocacy, Support Organization

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Kamp A-Kom-Plish
(301) 870-3226
9035 Ironsides Road
Nanjemoy, MD
Support Services
Camps, Summer Camp/ESY, Therapy Providers
Ages Supported
6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
Darrell Tillar Mason, Esq.
(804) 967-2553
4600 Cox Road Suite 205
Glen Allen, VA
Support Services
Disability Advocacy, Legal Services

Data Provided By:
Malcolm Higgins, Esq.
(757) 463-9000
641 Lynnhaven Pkway, Suite 200
Virginia Beach, VA
Support Services
Disability Advocacy, Legal Services

Data Provided By:
Margaret Fernandez
(540) 446-5606
100 Lakeshore Drive
Fredericksburg, VA
Support Services
Early Intervention, Sensory Integration, Training/Seminars
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Adult,Kindergarten,Preschool

Data Provided By:
Lynn Staubach Williams (Quantico)
(703) 784-0165
EDIS, Bldg 2004, Marine Corps Base
Quantico, VA
Support Services
Other, Speech Therapy, Therapy Providers

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Kristen Konrad Johnstone, Esq.
(540) 989-0000
Osterhoudt, Prillaman, Natt, Hescher, Yost, Maxwell, & Ferguson, 3912 Elect
Roanoke, VA
Support Services
Disability Advocacy, Legal Services

Data Provided By:
JustChildren Community Education Coordinator-Legal Aid Justice Center
(800) 578-8111 (clients only) or (434) 977-0553
Legal Aid Justice Center, 1000 Preston Ave., Suite A
Charlottesville, VA
Support Services
Advocates (Special Education), Disability Advocacy, Educational Advocacy, Helpful Websites, Lawyers (Special Education), Legal Services, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
Special Ed Advocate Peter and Pam Wright c/o The Special Ed Advocate
(804) 257-0857
P.O. Box 1008
Deltaville, VA
Support Services
Disability Advocacy, Legal Services

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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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