The Importance of Including Siblings in Family Future Planning Autism NOW Webinar September 4, 2012

Supporting Illinois Brothers & Sisters The Illinois Chapter of the national organization, SIBLING LEADERSHIP NETWORK, providing siblings of individuals with disabilities the information, support and tools to advocate with their brothers and sisters and to promote the issues important to them and their entire families.

President of S.I.B.S.

Background
• Founded in 2007, the SLN has held annual conferences to connect siblings and professionals

• Developed a policy white paper with recommendations on policy and advocacy, research, and services and supports

Partnership
• Key partnerships include:
– Sibling Support Project – Self Advocates Becoming Empowered – The Arc – Autism NOW, a national initiative of The Arc

State Chapters
• Alabama • DC • Georgia • Illinois Massachusetts • • Michigan For more information on how to • • • • • • •
start a state chapter of the SLN, contact Ashley Coulter at ashley.coulter@Vanderbilt.edu.

New Hampshire New York Ohio Pennsylvania Tennessee Utah Wisconsin

Join the SLN
• Visit www.siblingleadership.org • Find us on Facebook at
– http://www.facebook.com/siblingleadershi p

• Email info@siblingleadership.org

• Growing up as a “Sibling”... • Helps put things in perspective in life • Different than parents… • Vacations… • Trips to the Store… • Understanding our future responsibilities
8

14

How much ?

REQUIRES SPECIAL NEEDS TRUSTS

Income: 2012 = $1,010 2012 =reduction 1/3 $698
to $449.34

More than medical…

Assets $2,000 Income & Asset Test Income & Asset Test

SSI

Medicaid
Income

& Asset Test

SSDI
CDB (DAC) on parent’s record IF DATE OF ONSET BEFORE 22

Medicare
TWO YEARS

JUST Income Test

Not $698
1/3 reduction to $449.34

$50 ($30) $50 ($30)

 39 STATES & D.C. SAME THE REMAINING
including

MEDICAID

“DISABLED”

ELIGIBILITY AS SSI (all but 7, same application)… ,

… 209b

MEDICAID “BUY IN”
 MANY STATES HAVE THEM – IL = HBWD  WERE ON SSI/SSDI OR TRADITIONAL
MEDICAID – BUT NOW EARNING “TOO” MUCH, OR ACCUMULATED MORE THAN $2,000  & WORKING & FICA IS BEING W/H  ALLOWS TO EARN MORE INCOME  ALLOWS TO HAVE MORE RESOURCES  BUT PAY SMALL PREMIUM

MEDICAID

“DISABLED”

ACCEPTANCE – MDs, Rx, DDSs ?  HAVE PRIVATE POLICY ?  ADULT DIVORCE CHILD SUPPORT

How to
   

these Benefits?

 1) Change in circumstances
(10 day rule) 2) Redeterminations  Disability  Resources 3) Inheritances – … 4) Law Suit Settlements – 5) NOT just lose have to reimburse State(s) too!

How to

NOT lose SSI or Medicaid?

2 Versions...  Reserve  Supplemental Fund  Over & Above Government Benefits  No $ limit  Federal  State

INHERITANCE

THEN UPON BENEFICIARY PASSING…

GIFT

INSURANCE IRA 401K

Beneficiary’s own assets

FAMILY CHARITY GUARDIANS

BENEFICIARY

st Party PRIVATE Trust 1
Medical Malpractice
Personal Injury Inheritances & Gifts NOT to 3rd party SNT

Special Needs Trust
His/Her own assets, such as savings bonds,&

Then upon passing…

FAMILY CHARITY GUARDIANS

only then:

any left

COMMON ATTORNEY MISTAKES!

COMMON ATTORNEY MISTAKES!

®

COMMON ATTORNEY MISTAKES!

COMMON ATTORNEY MISTAKES!

COMMON ATTORNEY MISTAKES!

 Transfer of money/property to a 1st Party OBRA Pay Back Trust…  Represent: 1. IRS 2. Residential 3. Employment or “DT”

PARENT SIGNS

56

WRITE IT DOWN! Providing
Extended Family
Future Guardians

information, guidance & instructions…

Providers

Future Care

Future Trustees

You need to write it ALL down!

ABOUT
MITCH

RUBIN

Guidance & Instructions For Future Guardians, Trustees, & Care Providers.

WRITE IT DOWN!

• Family medical

history…

WRITE IT DOWN!
History of: – diagnoses – hosptalizations – medications – doctors – other professionals… – PAST & PRESENT!

WRITE IT DOWN!

Emergency Information, including DPAs, Short Term & Stand By Guardian Declarations…

WRITE IT DOWN!

Wills, Trusts, Life Insurance, Powers of Attorney, SNT, funeral desires & related info…

WRITE IT DOWN!

WRITE IT DOWN!

Continue the discussion through our FORUMS! You will receive an email shortly with a link to our discussion board. The PowerPoint and recording will also be provided in this email. Email Phuong (pnguyen@autismnow.org ) if you experience any issues.
Website: www.autismnow.org Information & Referral Call Center: 1-855-828-8476 Next Webinar: Tuesday, September 11, 2012 from 2:00-3:00 PM, EDT Meeting, Making and Keeping Friends and Connections

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