Achieving Independence Website
PowerPoint Presentations for Family Members
We are happy to offer access to a number of PowerPoint documentsthat review various issues / needs.
These documents have been produced for previous presentations. Please be advised that some information may have changed due to changes in laws, rates, or policy. Check with your local special needs attorney / specialist for current information.
Click on the title below to view the presentation:
PLEASE NOTE - We are still uploading many of our files. If you are unable to upload one of these PowerPoint files, please contact us with your request and we will e-mail the file to you
Setting Up a SNT
- Special Needs Trusts
- Selection of a Trustee
- Special Needs Trusts for Managing Litigation Proceeds
- Limited Conservatorships for Persons with Developmental Disabilities
Administration of a SNT
- Public Benefits Basics
- SA Reporting Requirements
- Appealing Denial of Benefits
- Health Care Coverage
- Making a Distribution from an SNT
- Trustee Page
- Taxation of a Special Needs Trust
PowerPoint Presentations for Professionals
The Dale Law Firm regularly teaches courses to families, caregivers, professionals and advocates on subjects related to serving persons with disabilities. Most of these presentations are from courses to the public and trustee classes for professional trustees. These are not meant as a substitute for legal advice.
- Charitable Trusts and SNTs
- When SNTs Go Bad
- Foster Care Independence Act of 1999
- Special Needs Trust Basics
- SSI Beyond the Basics