Special Needs Financial Planners Syracuse NY

Read on to learn information on special needs financial planners in Syracuse, NY 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.

Enable
(315) 455-7591
1603 Court Street
Syracuse, NY
Support Services
ABA, Therapy Services, ABA/Discrete Trial, Academic Assessments, Aquatic Therapy, Assistive Technology, Camps, Career Counseling, Disability Advocacy, Doctors, Pediatrics, Early Intervention, Early Intervention, Educational Advocacy, Job Coach, Medical, Occupational Therapy, Physical Therapy, Residential, Schools, Preschool, Typical, Sensory Integration, Social Skills Training, Speech & Language, Speech Therapy, Summer Camp/ESY, Support Organization, Therapy Providers, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Facilitated Communication Institute, School of Education, Syracuse University
(315) 443-9657
370 Huntington Hall
Syracuse, NY
Support Services
Adult Support, Early Intervention, Educational Advocacy, Other, Schools, Ages 5 years and Up, Training/Seminars
Ages Supported
Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Jarrod W. Smith, Esq., P.L.L.C.
(315) 472-4479
120 East Washington Street
Syracuse, NY
Support Services
Advocates (Special Education), Educational Advocacy, Lawyers (Family Law), Lawyers (Special Education), Lawyers (Special Needs Trusts), Lawyers (Vaccine Lawsuits)
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Sherry Rogers, MD
(315) 488-2856
2800 W. Genesee St.
Syracuse, NY
Support Services
DAN! Pediatrics, Medical

Data Provided By:
Families for Effective Autism Treatment of Central New York
(315) 638-4058
51 Carousel Lane
Baldwinsville, NY
Support Services
ABA/Discrete Trial, Respite/Childcare/Babysitting, Social Skills Training, Support Group Meetings, Support Organization, Therapy Providers, Training/Seminars

Data Provided By:
Ronald VanNorstrand, Esq.
(315) 422-3300
201 East Jefferson Street, Suite 530
Syracuse, NY
Support Services
Legal Services

Data Provided By:
Facilitated Communication Institute
(315) 443-9657
School of Education, Syracuse University, 370 Huntington Hall
Syracuse, NY
Support Services
Disability Advocacy, Other, Research, Training/Seminars

Data Provided By:
Alternative Autism Solutions
(315) 449-0040
Syracuse, NY
Support Services
Psychological Counseling, Training/Seminars
Ages Supported
1-5 Grade,11-12 Grade,6-8 Grade,9-10 Grade,Adult,Kindergarten,Preschool

Data Provided By:
Learning Disabilities Associaton of New York - Central New York
(315) 432-0665
722 West Manlius Street
East Syracuse, NY
Support Services
Disability Advocacy

Data Provided By:
FEAT of CNY
(315) 638-4058
51 Carousel Lane
Baldwinsville, NY
Support Services
ABA/Discrete Trial, Disability Advocacy, Marriage & Family Counseling, Play Therapy, Speech Therapy, Support Organization, Therapy Providers, Training/Seminars

Data Provided By:
Data Provided By:

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.

I cannot thin...

Click here to read the rest of this article from Autism Support Network