Special Needs Financial Planners South Bend IN

Read on to learn information on special needs financial planners in South Bend, IN 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.

Autism Spectrum Disorders Family Support Group
(574) 289-4831
1235 North Eddy Street
South Bend, IN
Support Services
Support Organization

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Logan: Resources and Opportunities for People with Disabilities
(574) 289-4831
2505 E. Jefferson Blvd.
South Bend, IN
Support Services
Adult Support, Support Organization

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Reins of Life, Inc.
(574) 232-0853
55200 Quince Rd.
South Bend, IN
Support Services
Hippotherapy (Horseback Riding), Therapy Providers

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Zoreen Ansari, M.D.
(219) 272-7107
51160 Erin Glen Dr.
Granger, IN
Support Services
DAN! Pediatrics, Medical

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Special Connections Elkhart Chapter ASA
(574) 295-7301
97772 County Road 9 South
Elkhart, IN
Support Services
Disability Advocacy, Educational Advocacy, Marriage & Family Counseling, Marriage & Family Counseling, Research, Sensory Integration, Support Group Meetings, Support Organization
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

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Indiana Resource Center for Families with Special Needs
(574) 234-7101 or 800-332-4433
1703 South Ironwood Drive
South Bend, IN
Support Services
Other, Training/Seminars

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Sonya Ansari Center For Autism
(574) 289-4831
2505 E Jefferson St
South Bend, IN
Support Services
ABA, Ideas For Finding Therapists, ABA, Therapy Services, Behavior Assessment, Camps, Career Counseling, Colleges/universities, degrees in teaching/special ed., Disability Advocacy, Early Intervention, Educational Advocacy, Helpful Websites, Independent Living Centers, Job Coach, Karate, Residential, Sports, State Resources, Education, State Resources, Parent Training, State Resources, Regional Centers/Early Intervention Agency, Summer Camp/ESY, Support / Tutoring, Support Group Meetings, Swimmi
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Dungarvin Indiana, Inc.
(574) 259-4870
411 East McKinley Highway
Mishawaka, IN
Support Services
Residential, Support Organization

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Samlind of Indiana, Inc.
(574) 654-8700
115 E Michigan St.
New Carlisle, IN
Support Services
Adult Support, Behavorial Intervention, Compounding Pharmacies, Disability Advocacy, Government/State Agency, Marriage & Family Counseling, Residential, Residential Facility, Respite, Respite/Childcare/Babysitting, Sensory Integration, Social Skills Training, Support Organization, Therapy Providers, Verbal Behavior
Ages Supported
1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

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Andrea Skaliks
(817) 395-2000
8871 Maplewood Dr
Berrien Springs, MI
Support Services
ABA, Therapy Services, Babysitting / Childcare, Respite
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 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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