How to Write a Memo of Intent for a Child with Disabilities | Special Needs Planning Webinar
Автор: Advocacy, Inc.
Загружено: 2025-05-29
Просмотров: 76
Описание:
Learn how to create a Memo of Intent that truly speaks for your child with disabilities. In this powerful and practical one-hour webinar from Advocacy, Inc., special needs planning attorney Michele P. Fuller guides parents and caregivers through the essential steps of writing a Memorandum of Intent: an indispensable document that communicates your values, instructions, and hopes for your child’s future.
🌟 What you’ll learn:
• What a Memo of Intent is—and why it matters
• How to document your child’s needs, preferences, and routines
• A helpful scenario that reveals what happens when planning fails
• A 3-step framework for creating and updating your Memo of Intent
• The 8 R's of Caregiving (+1 bonus)
• Tools and resources to support your family’s long-term caregiving plan
Whether you’re just starting to plan or revisiting an existing document, this webinar is a must-watch for anyone involved in special needs care or estate planning.
🔗 Helpful tools mentioned:
• Dani Plan (family planning organizer)
• National Care Advisors (life care and benefits planning)
• Moving to Mastery Memo of Intent Workshop
✅ Subscribe for more webinars and resources: / advocacyinc
📧 Visit us at https://www.advocacysnt.org for more webinars, tools, and personalized support.
📌 Chapters
0:00 Welcome & Overview
1:37 Expectations vs. Reality
5:22 A Cautionary Tale: Bobby’s Story
10:08 What Is a Memo of Intent?
13:33 Why the Memo is Your Voice
17:27 Stage One: Assessing Yourself as Caregiver - The 8 R’s
21:43 Stage Two: Assessing Your Loved One’s Life Today
28:01 Stage Three: Visualizing & Planning the Future
31:46 Tips to Strengthen and Test Your Plan
48:08 Assessing & Developing Readiness
53:36 Estimating Finances
59:07 Resources & Top Tips for Success
#MemoOfIntent #SpecialNeedsPlanning #DisabilityParenting #SpecialNeedsTrust #EstatePlanning
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