Creating Opportunities For Teens & Adults With Special Needs & Disabilities

Drafting a Special Needs Trust is only the foundation of sound planning. On that foundation are additional documents and steps to take. In this episode we discuss two. First, the memorandum of intent which gives direction on wishes and day to day care.  This episode covers what to put in the memo of intent, ensuring it is easy to find, being bold yet discreet in wishes that others may not like, and why you should not store it in your safe at home. The second consideration discussed is the importance of funding the trust via retitling to avoid probate. Show notes for this episode are at https://www.lomah.org/podcastseason4/104 Find Kim on instagram as journey2lomah About the Guest Michele P. (Fuller) Urbatsch is the founder of Michigan Law Center, P.L.L.C, and President of Advocacy, Inc., a non-profit organization. Her law practice focuses on advocacy, protection, and asset preservation for persons with disabilities, including working in the following areas of law: elder law, special needs planning, special ne