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You have the waivers, the special needs trust, the benefits, Now What?
In this presentation, our guest presenter Michele Leahy will will talk about SSI/SSDI to DAC transition, how to revise ISP plans, how to organize all the information in one place and, importantly, how pass the baton to the next generation.
Her presentation will cover how to navigate services when life changes and how to deal with the stumbling blocks of changes in benefit status. She’ll also explain how to organize your plan and bring the next generation "up to speed" to start the succession now.