In this lesson, you will explore the two primary approaches to decision-making for individuals with special needs: conservatorship (or guardianship) and supported decision-making. This lesson provides a comprehensive comparison of these approaches, highlighting the benefits, considerations, and legal implications of each. By studying this lesson, you will gain a deeper understanding of the options available for decision-making support, enabling you to guide your clients in making informed choices that best meet their individual needs and preferences. Prepare to enhance your knowledge and expertise in navigating the complexities of decision-making frameworks for individuals with special needs.

Explore the key objectives and desired outcomes of special needs planning. This lesson provides a comprehensive overview of the various goals that individuals with special needs and their families may have, such as ensuring financial security, preserving government benefits eligibility, and securing the long-term well-being of the individual. By studying this lesson, you will gain insights into the specific considerations and strategies necessary to achieve these desired outcomes in special needs planning. Prepare to enhance your understanding of the diverse goals in special needs planning and develop the skills to assist your clients in achieving their unique objectives effectively.

This lesson covers the legal language and references you will encounter in Special Needs Planning such as: Supplemental Needs Trust Special Needs Trusts (SNTs) Third-Party and First-Party SNTs The Social Security Administration Program Operations Manual System (POMS) Your supplemental materials for this lesson also include relevant statutes and regulations you will want to familiarize yourself with.