School Mental Health Symposium 5.4.16 Lake forest, 5.10.16 glenbrook south

Guardianship Alternatives, Special Needs Trusts, SSI, Medicaid, Financial Planning

MEET THE PANEL 6pm to 7:20 PM


Guardianship Alternatives and Special Needs Trust


Amy Handler Kasallis, J.D. Law Office of Amy Handler Kasallis, will discuss guardianship and guardianship alternatives for young adults with mental health needs and impact on financial, medical and legal decisions.  


L. Mark Russell, J.D., Law Office of L.Mark Russell, will discuss special needs trusts and estate planning for young adults with special needs.  


SSI and Medicaid


Megan Miller, LCSW, Program Manage at Trilogy Services will discuss an overview of SSI/Medicaid eligibility, the benefits to obtaining SSI and Medicaid, how it affects competitive employment, and how to navigate the process. 
TrilogySSN.pdf


Financial Planning


Michael Walther, CPA/PFS, CFP, CFA, President and Managing Member of Oak Wealth Advisors will discuss mistakes that are commonly made in special needs financial planning and advice in the following areas:  ABLE Accounts, life insurance, benefits planning etc.  
TenTips4SuccessfulTranAdulthood.pdf
10ElementsSuccessfulFinancialPlan.pdf​


BREAK 7:20 - 7:30 SIGN UP FOR YOUR SMALL GROUP
SMALL GROUP SESSIONS 7:30 - 8:30
Declaration4MentalHealthTreatment.pdf​

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