Futures Planning on July 27 – Guardianship & Supportive Decision Making

Futures Planning – next workshop:

July 27th: Guardianship and Supportive Decision Making  –  REGISTER HERE.

Supportive Decision Making promotes the idea that individuals with ID/DD can make their own decisions with support from an informal network of advisors. In this presentation, learn about the role of the Beneficiary Advocate within the Special Needs Trust Program in helping Trust beneficiaries secure housing, employment, and other services. Guardianship will also be discussed.

Speaker: Rory Clark, Attorney at Law, and  Megan Rusciano, Beneficiary Advocate, The Arc of Northern Virginia

Rory Clark has extensive experience in the areas of law most relevant to disabled individuals and seniors, including wills, trusts, Medicaid planning, guardianships, special needs trusts, advance medical directives, probate, estate and trust litigation, veterans benefits, real estate, durable healthcare powers of attorney, and trust administration. His personal experience has shaped his family-centered philosophy on Estate Planning and Elder Law. Rory is a nationally recognized practitioner, speaker, legal author and educator. He has earned an “AV® Preeminent™, 5.0 out of 5” Peer Review Rating by Martindale-Hubbell, recognizing him as a lawyer who has reached the height of professional excellence, with the highest levels of skill and integrity. He has also earned an Avvo “Superb” Rating of 10.0 out of 10.0 and has been designated a “Top Attorney” and “Clients’ Choice” in Estate Planning and Elder Law. He is a member of the National and Virginia Academies of Elder Law Attorneys, the National Association of Estate Planners and Councils, the Catoctin Estate Planning Council, and is the Founder of the Loudoun County Elder Care Education Council.

Thursday, July 27th; 10:00am-12pm


Workshop is FREE for Members of The Arc of Loudoun, *For information on becoming a member, CLICK HERE.

$10 for Non-Members, registration required.

LOCATION:  601 Catoctin Circle, NE, Leesburg, VA 20176

QUESTIONS: Contact Tammy Goddard: tgoddard@paxtoncampus.org

On the third Thursday of almost every month Tia Marsili, Director of Trusts for The Arc of NoVa Special Needs Trust Program,(SNT) and her guests present the tools to consider when developing a plan for the future to families, siblings, adults with disabilities, and others interested.

601 Catoctin Circle, NE, Leesburg, VA 20176



Past Topics:

January 19:   Housing Options: Loudoun, Fairfax and Prince William –  Jeannie Cummins, Senior Integrated Community Options Specialist, DBHDS; and Lorna Ballard, Community Residences

February 16:  Higher education – post secondary – options for higher functioning individuals (colleges with the best disability offices/services, George Mason’s program, vocational programs, community colleges) – Seb M. Prohn, Ph.D., Career Education Associate, Center on Transition Innovations, Rehabilitation Research & Training Center, Virginia Commonwealth UniversityBehavioral Supports (through adulthood)

March 23:  Workshop for beginning the Rep Payee, presented by Tammy Goddard and Eileen Shaffer of ALLY Advocacy Center.  Tammy has served as a rep payee for the last 5 years to a variety of clients, she can guide families who are interested in doing this for their family member when the time comes. Eileen will give an introduction to families about the rep payee process and will be discussing important topics such as rental agreements. 

April 20:   Update on Medicaid Waivers – Lucy Beadnell, Director of Advocacy, The Arc of Northern Virginia

May 18:  Special Needs Trust to include ABLE Accounts

Creating a Financial Roadmap for the Future: We will walk you through a process to document future security for your child. Participants will organize thoughts and information that encompass concepts such as daily schedules, likes and dislikes, plans for the future, and putting the financial means in place to accomplish these future dreams and goals.s

Update on Medicaid Waiver Reform: Learn about the different types of waivers and how they help individuals with disabilities receive community based services. Discussion of eligibility requirements, what it means to be on the waitlist, and how to start the process today.

Special Needs Trusts: We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs that you should consider.

Developing the Next Generation of Advocates for Your Child

Social Security Benefits: Our speaker will help you navigate the complex system, including a discussion on SSI, SSDI and Medicaid

Drafting a Letter of Intent –  Free Interactive Writing Workshop – A Will or a Trust will not necessarily ensure that your wishes for your child are always carried out. A Letter of Intent is a way to have your voice heard when you are not there. Find out why you need a Letter of Intent and the purpose of this critical document when planning for your child’s future.

Legal Authority – we discussed the appointment of a guardian or conservator. We will present on different alternatives so you can make an informed decision for your loved one.

Taxes (What you can write off when you have a child with special needs)

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