Guardianship and Special Needs Trust for Individuals with Disabilities
and the Elderly



PREPARING FOR THE FUTURE

Guardianship and Special Needs Trust for Individuals with Disabilities
and the Elderly



~NO REGISTRATION FEE~

DATES AND LOCATIONS



BIRMINGHAM, ALABAMA

AUGUST 18, 2009

United Cerebral Palsy of Greater Birmingham

120 Oslo Circle,

Birmingham, AL 35216

205.944.3900



HUNTSVILLE, ALABAMA

SEPTEMBER 17, 2009

ES Brooks School of Real Estate

2312 Memorial Parkway, Suite J

Huntsville, AL 35801

256.539.3236



MONTGOMERY, ALABAMA

OCTOBER 14, 2009

Auburn University Montgomery

Alabama Training Institute

The Bailey Building

400 South Union Street

Montgomery, AL 36104



MOBILE, ALABAMA

NOVEMBER 12, 2009

Cottage Hills Baptist Church

4255 Cottage Hills Rd

Mobile, AL 36633

251.660.2422





COURSE DESCRIPTION



This course is designed to provide specific information on guardianship
issues and special needs trusts for attorneys, care coordinators, other
professionals and individuals with disabilities and their families. The
course is designed as a series of workshops, each of which is
personalized to the specific intended audience. Issues in guardianship,
privacy restrictions, entitlement resource limitations, financial
planning, inheritance, expectation management, and forms will be
discussed. Information on the Alabama Family Trust will also be
provided.



SCHEDULE AND AGENDA

Guardianship and Special Needs Trust



FOR ATTORNEYS

9:00 am-12:00 pm

* Examination of Guardianship issues and solutions.
* Exploration of the impact of public assistance benefits for
persons with disabilities and the elderly.
* Explanation of revocable and irrevocable forms.
* Discussion of child support, inheritance issues and management
of expectations.
* Discussion of referral of families to appropriate attorneys.
* Summary of options available to attorneys for individuals with
disabilities and their families, including the Alabama Family Trust.







COORDINATORS, FAMILIES & PROFESSIONALS

For Aug: 1:00-4:00 pm

For remaining dates: 4:00-6:00 pm

* * Examination of Guardianship issues and solutions.
* * Discussion of issues in financial planning for individuals
with disabilities and their parents.
* * Description of resource limitations and the impact of
financial contributions to Medicaid, SSID and SSI.
* * Clarification of special needs trusts and the provisions
provided on behalf of individuals with disabilities and the elderly.
* * Discussion of the Alabama Family Trust







FOR INDIVIDUALS WITH DISABILITIES AND FAMILIES

For Aug: 5:00-7:00 pm

For remaining dates: 4:00-6:00 pm

* * Examination of Guardianship issues and solutions.
* * Discussion of issues in financial planning for individuals
with disabilities and their parents.
* * Description of resource limitations and the impact of
financial contributions to Medicaid, SSID and SSI.
* * Clarification of special needs trusts and the provisions
provided on behalf of individuals with disabilities and the elderly.
* * Discussion of the Alabama Family Trust.





PREPARING FOR THE FUTURE

Guardianship and Special Needs Trust for Individuals with Disabilities
and the Elderly

**** Pre-Registration Is Required ****

(Registration deadline one week prior to course date)

Please Print Legibly

Name: First: _________________________ Last: ___________________________




Title or Role:
___________________________________________________________



(e.g., Attorney, Educator, Social Worker, Caregiver, parent, Individual
with a disability)



Are you a family member of an individual with a disability? _______Yes
______No



Organization Employed by:
________________________________________________



Address: ______________________________________________________________



City/State/Zip:
__________________________________________________________



Area Code & Telephone: _________________________________________________




Email Address: _________________________________________________________




Choose Date/Session (AM or PM):

Date: _______________________________ AM ___________ PM ____________

August 18, 2009 - Birmingham, AL October 14, 2009 - Montgomery, AL

September 17, 2009 - Huntsville, AL November 12, 2009 - Mobile, AL



Complete and return by mail, fax or email:

Anita Davidson

Alabama Disabilities Advocacy Program

Box 870395

Tuscaloosa, AL 35487-0395

Fax: 205.348.3909

Phone: 205.348.4928

Email: akdavidson@...

If you need special accommodations, please contact Anita Davidson.





Shannon Reese, MA, NCC

Deaf Services Coordinator

ALDMH, Office of Deaf Services

100 N. Union Street

Montgomery, AL 36130

205-986-9213 (text)

334-242-3025 (fax)

shannon.reese@... <mailto:shannon.reese@...>
(email)

reesesha@... <mailto:reesesha@...>
(pager)

This email may contain legally privileged and/or confidential
information. This message and/or any files transmitted with it are
intended solely for the use of the addressee(s). This email is to be
treated as confidential and may not be used or disclosed except for the
purpose for which it was sent. If you receive this email in error,
please contact the sender immediately, delete it, any attachments, and
all copies of it from your system, and destroy any hard copies of it.
You are hereby notified that disclosing, copying, distributing, or
taking any action on the contents, attachments, or information herein is
strictly prohibited.





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