Special Needs Financial Planners West Chester PA

Read on to learn information on special needs financial planners in West Chester, PA 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.

Dennis C. McAndrews at McAndrews Law Offices
(610) 648-9300
30 Cassatt Avenue
Berwyn, PA
Support Services
Advocates (Special Education), Disability Advocacy, Educational Advocacy, Lawyers (Special Education), Lawyers (Special Needs Trusts), Legal Services
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
Community Legal Aid Society
(800) 292-7980 or 302-575-0660
100 West 10th St, Suite 801
Wilmington, DE
Support Services
Disability Advocacy, Legal Services

Data Provided By:
Marycate McDonough, MSEd, BCBA
(267) 253-5366
489 Gregory Lane
West Chester, PA
Support Services
ABA, Therapy Services, ABA/Discrete Trial, Behavorial Intervention, Early Intervention, Early Intervention, Educational Advocacy, Other, Verbal Behavior
Ages Supported
Preschool

Data Provided By:
Peter Prociuk, M.D.
(610) 701-5702
322 North High St.
West Chester, PA
Support Services
Biomedical Intervention, DAN! Pediatrics, Medical, Other

Data Provided By:
Tempo! Music Therapy Services
(610) 344-7030
9 North Five Points Road
West Chester, PA
Support Services
Music Therapy, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
J. Timothy Bak, Esq.
(610) 892-1863
Petrikin, Wellman, Damico, Brown & Petrosa
Media, PA
Support Services
Disability Advocacy, Educational Advocacy, Legal Services
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
SPARC - Southeastern Pennsylvania Autism Resource Center
(610) 430-5678
413 Mitchell Hall
West Chester, PA
Support Services
ABA/Discrete Trial, Adult Support, Behavorial Intervention, Early Intervention, Marriage & Family Counseling, Social Skills Training, Therapy Providers, Training/Seminars
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade,Adult

Data Provided By:
ABA/AVB Consultant-Shelbi Bordner, MA, BCBA eligible
(484) 888-3213
1100 West Chester Pike
West Chester, PA
Support Services
ABA/Discrete Trial, Behavorial Intervention, Early Intervention, Marriage & Family Counseling, Marriage & Family Counseling, Therapy Providers, Verbal Behavior
Ages Supported
Preschool,Kindergarten,1-5 Grade

Data Provided By:
Fitz-All, Inc
(610) 696-1929
1522 Paoli Pike
West Chester, PA
Support Services
Behavorial Intervention, Early Intervention, Marriage & Family Counseling, Marriage & Family Counseling, Occupational Therapy, Other, Play Therapy, Sensory Integration, Social Skills Training, Speech Therapy, Support Group Meetings, Therapy Providers
Ages Supported
Preschool,Kindergarten,1-5 Grade,6-8 Grade,9-10 Grade,11-12 Grade

Data Provided By:
Marycate McDonough, M.S.Ed, BCBA
(267) 253-5366
489 Gregory Lane
West Chester, PA
Support Services
ABA/Discrete Trial, Academic Assessments, Behavorial Intervention, Early Intervention, Educational Advocacy, Play Therapy, Therapy Providers, Training/Seminars, Verbal Behavior
Ages Supported
Preschool

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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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