1. of Distribution for a Special Needs Trusts: Beyond The
Begley & Bookbinder, P.C.
Committed to Excellence
Designing a Plan
of Distribution for a Special
Needs Trusts: Beyond The
Life Care Plan
SNA Armchair Chat

2. The Life Care Plan Series
Renee – Designing The Life Care Plan
Roger – Deconstructing The Life Care Plan
Tom – Beyond The Life Care Plan

3. Components of a Life Care Plan
Introduction
Purpose of Referral
Assumptions

4. Methodology Document Review Evaluation Interview ADL Assessment
Life Care Plan
Cost
Absent - Who Pays

5. General Description Background Information Chief Complaints
Emotional Complaints
Physical Limitations
Feeding
Complications
Medical Treatment

6. Medical Treatment Hospitalization Treating Physician Therapies
Equipment/Supplies/Medications
Nursing Care
ADL’s

7. Costing the Components
Type of Service
Frequency of Service
Purpose
Cost Per Unit
Annual Cost

8. Architectural
Bailey
Accessibility
Items
Cost

9. Employability & Earning Capacity
Parents & Family Work History
Physical & Emotional Complaints
Vocational Handicaps
What type of Work could have been done?
Residual Earning Capacity
What Jobs can he do?
What does it pay?

10. Hopes & Dreams Not in Life Care Plan Home Vehicle Trip to Disney World
Debt
Emergency Fund

11. Structure/Cash Relationship
Involve all Parties
Identify Cash Needs
Explain the Needs Clearly

12. Allocation Trust - Payback Beneficiary – Non-Countable (house)
Estate Recovery
Risk Factors
Family Member
The Problem Judge

13. Intestacy The Abandoning Parent Power of Appointment (minor)
Allocation to Others
Structured Settlement Beneficiary

14. Private Insurance/ Medicare
Medicare Supp
Medicare Advantage
High Risk Insurance Pool
Insurance Through Family Member
Cobra
18 Months Regular
29 Months Disability

15. Medicaid
SSI Linked
Medicaid Waivers

16. Counseling Session/ The Players
Person with Disability
Family
Trustee
Disability Lawyer
PI Lawyer
Structured Settlement Broker

17. Legal Concepts Sole Benefit Of Pro-Rata Share
Legal Obligation of Support
Distribution Caps
Reporting Requirements

18. Budget Categories Who Will Pay? Trust Person with Disabilities Family
Credit Card
Medicare
Medicaid
Private Insurance
Other

19. of Distribution for a Special Needs Trusts: Beyond The
Begley & Bookbinder, P.C.
Committed to Excellence
Designing a Plan
of Distribution for a Special
Needs Trusts: Beyond The
Life Care Plan
SNA Armchair Chat
J:\presentations\SNT-desiging a plan of distributions for a SNT. pot