Crossroads Continuum is pleased to offer Guardianship Training for any interested Crossroads families. Training will be done by Karen B. Mariscal, Esq. Karen Mariscal is an expert on special needs estate planning, guardianship, and government benefits. Karen has ben practicing law at a high level for more than 30 years, and is the co-author of “Planning for Disabled Beneficiaries,” in the MCLE treatise Drafting Wills and Trusts in Massachusetts. Please register at the following link: https://l.facebook.com/l.php?u=https%3A%2F%2Fus02web.zoom.us%2Fj%2F85775149816%3Fpwd%3DNmRGWDhBUUlaTHg1alB5TDBEeEFpUT09%26fbclid%3DIwAR16ShOVEOzFRumOHBbOgpzgFOJ0_HD7C9zir8-eEZAS9nqG48l2jynQpcY&h=AT2SmJLgE04QENVhRi1N2wkxTSkt15xAu9H1BfJ_vwcMGvqQR_C-2j6SOSACBVfFHZP8Tt2WS6CsfoJ_Cy-d7P7HdOk4JYDjPm60NqeICWNa_UmFN-6qM03alxTfcZXWl8dSKBM&__tn__=-UK-R&c[0]=AT1yl8T4VZUXe3dGwtWDU-VgIWdZniGaL3RhzoatHQo01m-uisultFywJDxktw_47YDkbfxKpd3wLfrjLdqA81F9M8rIsEwD7z-gu7LnaR8T8eSLV9yTjdhBwZq4-aQ7cICSVN9qOIeDA4Nq9URSgVmh8Ob1uw

Planning for Parents of Children who are Differently-Abled or have a Disability. A high-level overview of the concerns for most families, whether you are just getting started or your child is at or reaching adulthood.
​​​​​​​We know that every child is unique and that every family's path may be different, but ultimately everyone is on the same journey. This presentation is meant to be a guide to help you and your child navigate the steps ahead; for now and in the future.

Some of the topics we'll cover:

• Not All Assets Are The Same: Setting up a supplemental needs trust is only half the process, now you have to decide what assets are going to be designated toward the trust. Careful - not all your assets are treated the same when it comes to being in a trust.

• Not All Assets Transfer By Will: Understanding that some of your assets will not be governed by your Will, that there are beneficiary designations that override your choices or decisions. Make sure all of these are aligned properly.

• Planning For Their Future & Yours: A common notion among families is that once you're gone, whatever is left over will then pass to the trust. But how do you know? And how will that impact the rest of your child's quality of life. Planning is a crucial element when trying to decide on how to fund a special needs trust.

Register Here

Planning for Parents of Children who are Differently-Abled or have a Disability. A high-level overview of the concerns for most families, whether you are just getting started or your child is at or reaching adulthood.
We know that every child is unique and that every family's path may be different, but ultimately everyone is on the same journey. This presentation is meant to be a guide to help you and your child navigate the steps ahead; for now and in the future.

Some of the topics we'll cover:

• Not All Assets Are The Same: Setting up a supplemental needs trust is only half the process, now you have to decide what assets are going to be designated toward the trust. Careful - not all your assets are treated the same when it comes to being in a trust.

• Not All Assets Transfer By Will: Understanding that some of your assets will not be governed by your Will, that there are beneficiary designations that override your choices or decisions. Make sure all of these are aligned properly.

• Planning For Their Future & Yours: A common notion among families is that once you're gone, whatever is left over will then pass to the trust. But how do you know? And how will that impact the rest of your child's quality of life. Planning is a crucial element when trying to decide on how to fund a special needs trust.

Register Here

Registration: https://event.webinarjam.com/channel/CrossroadsABLE

Legacy planning for your child. Ins & Outs of 529(A) ABLE Accounts. Who & how to open an account and why it might make sense to have one for your child. Why a Beneficiary Review is so important. How different assets can affect a child’s benefits and options for designations. Establishing a supplemental needs trust for your child is only the first part of the equation, deciding which assets, or how the funds will be contributed to the trust is just as important. And not all assets are created equally when thinking about adding them to the trust.

Presented by: Tom Alessi and Craig Richardson of The Moody Street Group, LLC.

Tom & Craig lead The Moody Street Special Needs Resource Network. They both have had experience in dealing with a family member who has a disability. Their mission is to try and be a support for families of children who are differently-abled or have a disability. The goal of The Special Needs Resource Network is to connect with as many Organizations, Advocates, and other Professionals to be able to offer guidance and advice to those families

Registration: https://event.webinarjam.com/channel/CrossroadsABLE

Legacy planning for your child. Ins & Outs of 529(A) ABLE Accounts. Who & how to open an account and why it might make sense to have one for your child. Why a Beneficiary Review is so important. How different assets can affect a child’s benefits and options for designations. Establishing a supplemental needs trust for your child is only the first part of the equation, deciding which assets, or how the funds will be contributed to the trust is just as important. And not all assets are created equally when thinking about adding them to the trust.

Presented by: Tom Alessi and Craig Richardson of The Moody Street Group, LLC.

Tom & Craig lead The Moody Street Special Needs Resource Network. They both have had experience in dealing with a family member who has a disability. Their mission is to try and be a support for families of children who are differently-abled or have a disability. The goal of The Special Needs Resource Network is to connect with as many Organizations, Advocates, and other Professionals to be able to offer guidance and advice to those families

Registration: https://event.webinarjam.com/channel/CrossroadsPlanning

A deep dive into the documents that all families should have, not only for you as Parents, but also for your child. What about transitional planning? Will you be a Conservator or Guardian for your soon to be adult child? Should either or both be an option for your family? Medicaid, SSI, SSDI, and other available benefit programs. How and when to apply and what forms are needed. Post-secondary educational benefits. Everyone one who attends will get a copy of our guidebook, “A Roadmap To Government Benefits”.

Presented by: Tom Alessi and Craig Richardson of The Moody Street Group, LLC.

Tom & Craig lead The Moody Street Special Needs Resource Network. They both have had experience in dealing with a family member who has a disability. Their mission is to try and be a support for families of children who are differently-abled or have a disability. The goal of The Special Needs Resource Network is to connect with as many Organizations, Advocates, and other Professionals to be able to offer guidance and advice to those families

Registration: https://event.webinarjam.com/channel/CrossroadsPlanning

A deep dive into the documents that all families should have, not only for you as Parents, but also for your child. What about transitional planning? Will you be a Conservator or Guardian for your soon to be adult child? Should either or both be an option for your family? Medicaid, SSI, SSDI, and other available benefit programs. How and when to apply and what forms are needed. Post-secondary educational benefits. Everyone one who attends will get a copy of our guidebook, “A Roadmap To Government Benefits”.

Presented by: Tom Alessi and Craig Richardson of The Moody Street Group, LLC.

Tom & Craig lead The Moody Street Special Needs Resource Network. They both have had experience in dealing with a family member who has a disability. Their mission is to try and be a support for families of children who are differently-abled or have a disability. The goal of The Special Needs Resource Network is to connect with as many Organizations, Advocates, and other Professionals to be able to offer guidance and advice to those families

Registration: https://us02web.zoom.us/meeting/register/tZArdeGtpz4iGtTDx4Fj9nBIR1nT49WkrJAq

Description:

Supplemental Security Income (SSI) and Social Security Benefits for Students in Transition from School to Adult Life

This presentation will provide you with information about:

o   Basic Information about Supplemental Security Income (SSI)

o   The impact work may have on benefits

o   Social Security Administration (SSA) Work Incentives

o   Student Benefits Counseling

Presented by:

Kathleen Kelly MPA,CWIC

Kathleen has over 35 years of experience working for human service organizations. She is currently a Student Benefits Counselor at Massachusetts Rehabilitation Commission for transition age youth and their families