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Transition

Presenter: Steven C. Rhatigan, Principal

Producer: Michael Larson, Client Liaison

August 13, 2013

Trustee

Caregivers

Risk Management

Corporate Trust

After Tax

DI Ins

Life Ins

LTC

Residential

TPAM

Special Needs Trust

Wills

POA Tax

Federal

State

Letter of IntentEstate PlanGuardianship

Investment Solutions

Tax-Deferred

Benefits

IRA

401K

Trust Advisor

Medical Directive

Community

Work

Legal

Letter of Instruction

Pensions Trustee

Retirement Plan

Family Crisis Plan

Lifetime Care Planning Board

CPA

RealEstate

BusinessInterests

Trustee

Tax Planning

Transition

Beneficiary

Crisis

Benefits &

Resources

Technical Review

Financial Dynamics

Lifetime Care

Planning

Adult Life Navigation

Tactical Aspects of Transition

Caregivers

Beneficiary

Transition

Noun

Verb

Adjective

A process or period in which something undergoes a change and passes from one state, stage, form, or activity to another.

To undergo a change of status or condition, or cause somebody or something to undergo a change.

To quantify the time, purpose, place or result of the deliberate or involuntary act of making the change.

Transition

Transition planning is an important process by which parents, caregivers, educators, students (when age appropriate) and other interested parties plan for the future of an individual with disabilities. The goal of transition planning is ensuring that individuals successfully "cross over" important stages of their lives.

http://www.dads.state.tx.us/tarrc/about/index.html

Transition

What are the Key Educational Transition Time Segments?

Age 0 -3 – Early Childhood Intervention

Age 4 – 12 +/- ADA, IDEA, and Section 504

Age 13 – 21 +/- IDEA/Special Education

Age 22 NADA

Transition

What are the Adult Life Navigation Transition Time Segments?

Age 18 – Guardianship/Social Security

Age 21+/- IDEA Ends

Then – What?

The Areas of Adulthood to Consider are:Postsecondary education, Vocational education, Integrated employment, [Contributive vs. Competitive]Continuing and adult education, Adult services, Independent or semi independent living, or Community participation.

Transition

Transition

PersonEmployment

Day Habituation

Residential

Training

HomeBound

Transition

What are the Lifetime Care Plan Transition Time Segments?

Residential Arrangement Where will he or she live now and in the future? Continuity of Care and Supervision Who can do the things I do to provide the needed support? Getting and Keeping Benefits Who and How? Review, Revise and Update I need to keep the plan relevant.

Life is a Series of Transitions

Letter of Instruction

Family Crisis Plan

Letter of Intent

Issues Personal Property Final Wishes Funeral & Burial

Issues

The “Daily” Report The Emergency Guide The “First Responder” Drill

Issues Gives Flexibility to Plan Provides Inside Information Eliminates Conflicting Opinions