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This program was recorded on September 19, 2018
Planning for a person with a disability requires special consideration of a number of factors. These include; making conscientious decisions about future plans for the person with a disability in order to assure the quality of life, including residential placement, employment, social activities, medical care, and burial arrangements; recommending persons to serve as guardians/advocates when parents are no longer alive to provide supervision and ensure that appropriate services are accessed. These may be family members, friends, or professional advocacy groups; considering parents’ potential long-term care costs; determining funding mechanisms to carry out the plan; ensuring that funds left for the benefit of a person with a disability are managed properly; and avoiding loss of eligibility for government benefits such as SSI, Medicaid, and similar benefits.
David S. Banas
Attorney David S. Banas concentrates his practice on Special Needs Estate Planning and Elder Law, traditional family estate planning, guardianships, and trust and estate administration. Dave is a graduate of the Capital University Law School in Columbus, Ohio, and the Ohio University in Athens, Ohio, where he received his degrees cum laude. Dave has co-authored articles appearing in the Probate Law Journal of Ohio and is a frequent presenter at various events, such as the Ohio State Bar Association’s Elder Law Institute and the Ohio State Bar Association Annual Convention.
Attorney John R. Harrison practices in the areas of elder and special needs law. He assists older adults and individuals with special needs and their families with estate planning, Medicaid, guardianship, litigation, probate matters, and the maintenance of public benefits. He also works with public agencies throughout Ohio that provide services to individuals with developmental disabilities, mental illness, or who have substance abuse issues.
2 General Credits
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- SPECIAL CONSIDERATIONS IN PLANNING
- PRESERVING AND RESTORING PUBLIC BENEFITS
- MAXIMIZING QUALIFIED EXPENSES
- UNIQUE DRAFTING CHALLENGES AND WORKAROUNDS