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Special Needs Planning and Medicaid Law Newsletter MARK A. BOSEMAN, ESQ. WELLS FARGO BANK BUILDINGFROM.3325 HOLLYWOOD BOULEVARD, SUITE 308 HOLLYWOOD, FLORIDA 330216926TELEPHONE (954) 963 8719 FAX

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What is special needs planning?

Special needs planning is a comprehensive financial and legal strategy designed to provide for the future needs of an individual with disabilities.

Who is required to file special needs planning?

Parents, caregivers, or legal guardians of individuals with disabilities are typically responsible for creating and maintaining a special needs plan.

How to fill out special needs planning?

Special needs planning involves identifying current and future needs, creating a budget, selecting appropriate services and support, and setting up legal documents like a special needs trust.

What is the purpose of special needs planning?

The purpose of special needs planning is to ensure that individuals with disabilities have access to necessary resources and support throughout their lives, even after their caregivers are no longer able to provide for them.

What information must be reported on special needs planning?

Information such as the individual's medical history, disability type, current and future support needs, financial resources, and legal documents like a special needs trust must be included in a special needs plan.

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