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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
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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 parents 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

Beneficiarys 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

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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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