Members of Spain, Spain & Varnet P.C. speak regularly on estate planning generally and planning for those with special needs. Listed below are some upcoming events. To inquire about or schedule a presentation for your organization, please contact Lena Patel
Spain, Spain & Varnet, P.C. – Annual Seminar
How to Administer a Special Needs Trust – April 28, 2018 9:00 a.m. to 1:00 p.m.
By: Richard C. Spain, J.D., LL.M. – Tax, Theresa M. Varnet, J.D., M.S.W., and Nancy M. Spain, J.D
At: Hilton Lisle/Naperville Hotel, 3003 Corporate West Drive, Lisle.
If you have any questions, please contact Beth Zinanni at 312-220-9112 x. 207 or email@example.com.
This seminar is for Parents, Trustees and Successor Trustees of Special Needs Trusts and OBRA ’93 Trusts, and will address the unique needs that families have in planning for the financial and legal future of their relative with a disability. Topics will include:
- Negotiating the Social Security Maze;
- Preserving Eligibility for Government Benefits through Proper Estate Planning;
- Special Needs Trusts;
- ABLE Accounts;
- Guardianship and Less Restrictive Alternatives, and the Implications for Consent;
- Health Care Proxies (Advanced Directives); and
- Selecting a Knowledgeable Attorney
2018 NSSED Parent Education Series On Funding, Housing and Employment
Financial Planning for a Lifetime
February 5, 2018 February 26, 2018 from 6:30 to 8:30 p.m.
Presenter: Nancy Spain of Spain, Spain & Varnet, P.C.
At: NSSED Training Center, 776 Red Oak Lane, Highland Park IL
Nancy Spain, will discuss several potential sources of funds – eligibility for various government benefits, including SSI and SSDI, different types of trusts, and how to weave the various components into a financial plan for lifelong support.
The NSSED Parent Education Series on Funding, Housing and Employment helps families learn and understand their options for supporting their child outside of the school system. After the school years, parents become the main advocate (case manager) for their child, so it is important to learn about the options that are available to create a set of supports in the community. These two hour workshops are free and open to the community.
Financial Planning and Guardianship
April 11, 2018 from 6:00 to 8:00 p.m.
Presenters: Nancy Spain and Gabrielle Romano of Spain, Spain & Varnet, P.C.
At: Camelot Education, 580 Slawin Court, Mount Prospect IL
Nancy Spain and Gabrielle Romano will provide up-to-date information on:
- Government benefits such as Medicaid, SSI & SSDI, food stamps and section 8. These programs can be used to enhance the collaboration of financing of services; and
- Guardianship versus some less intrusive and restrictive alternatives to guardianship, and discuss the pros and cons of each alternative
For registration information contact Shawna Kelly-Swanson: firstname.lastname@example.org or call: 224-612-8349
Friday Forum: Financial Planning for a Lifetime
Hosted by Connect to Community – February 9 May 18, 2018 from 11:00 a.m. to 12:30 p.m.
Presenter: Nancy Spain of Spain, Spain & Varnet, P.C.
At: Palatine Public Library, 700 N. North Court, Palatine, IL 60067
Nancy Spain, will discuss various things to consider in the development of a financial plan including government benefits (SSI/SSDI), different types of trusts, ABLE Act accounts, and estate issues.
Friday Forum events are designed to provide parents, families, educators and service providers with a variety of information related to the transition process. They are also a great opportunity for participants to network with each other in a relaxed, informal setting.
Friday Forums are free, but advanced registration is required. To register click here
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www.arcmass.org The online resource has been developed to provide you with easy access to facts, contacts, and news updates that will help you learn more about our constituents and our advocacy.
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www.thearclink.org TheArcLink is a nonprofit joint venture with The Arc of the United States and provides people with direct access to vital information. TheArcLink is a free public service to people with disabilities and their families.
www.nami.org The National Alliance for the Mentally Ill (NAMI) is a nonprofit, grassroots, self-help, support and advocacy organization of consumers, families, and friends of people with severe mental illnesses, such as schizophrenia, major depression, bipolar disorder, obsessive-compulsive disorder, and anxiety disorders.
www.specialneedsplanners.com Among the many challenges facing parents of children with special needs is planning for the time when the parents will no longer be around to act as the primary care givers. In many cases, expenses will increase when care, management and guidance – previously provided by parents – must instead be obtained from a professional for a fee. Planning by parents can make all the difference in the life of the child with special needs, as well as in that of his or her siblings who may be left with the responsibility for care taking (on top of their own careers and caring for their own families and, possibly, ailing parents). And while every family’s situation is unique, the purpose of this site, sponsored by the Academy of Special Needs Planners, is to provide a general overview of strategies parents and others can use to plan for their own futures and for those of family members with special needs.