This session provides a guide to navigating the intricacies of special needs planning, focusing on the unique financial, legal, and caregiving challenges faced by families and individuals with disabilities. Participants will learn how to create a well-rounded plan that ensures long-term financial security, access to necessary care, and protection of government benefits. 

Key topics include establishing special needs trusts, navigating eligibility for government programs like Medicaid and Supplemental Security Income (SSI), and managing financial assets without jeopardizing eligibility for assistance. With a focus on financial planning, this session will equip attendees with practical strategies tailored for special needs scenarios.

Learning Objectives:

• Identify the fundamental components of special needs planning, including key financial, legal, and caregiving considerations for individuals with disabilities


• Recognize the process of establishing and overseeing special needs trusts, and navigating the complexities of government programs like Medicaid and SSI to protect eligibility while securing necessary support


• Determine effective strategies for long-term care and guardianship, including transitioning responsibilities smoothly and ensuring ongoing financial and legal security for individuals with special needs

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222