Event Details
Date/Time/Location
Wednesday, April 16, 2025
7:00 – 8:00PM
Zoom
Training Description
In this workshop, we will discuss what a Life Care Plan is and the steps recommended to create one for a loved one with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone. There are some needs that will always be present and they must be carefully considered and planned for appropriately. This workshop will address such critical issues as protecting government benefit eligibility for Supplemental Security Income (SSI) and Medicaid, creating Special Needs Trusts, the importance of a Will, Guardianship, Financial Strategies including ABLE Accounts and preparing Letters of Intent. You will learn about the comprehensive steps, available resources, and necessary tools to help develop your personal agenda – a customized path that will keep you on track as you consider what’s right for your situation. Following the planning stages can help insure the type of care and quality of life for your loved one’s well-being today and tomorrow.
Target Audience
Parents and Caregivers
About the Presenter
Douglas Vogel
Special Care Planner
Douglas A. Vogel is a Financial Services Executive with Lee, Nolan & Koroghlian, a MassMutual firm and a Registered Representative with MML Investors Services, LLC with 34 years of experience. He is a parent of an adult daughter with disabilities and a SpecialCare Planner with MassMutual’s SpecialCare Program, a national network of planners dedicated to helping families plan for their children or other dependents with special needs, with offices in the Low Country of South Carolina and South Florida. Doug has authored numerous articles on advocacy and special needs estate planning and is nationally recognized as one of the leading professionals on estate planning for families with children or other dependents with special needs. He has been featured in many publications such as the New York Times, Bloomberg Wealth Manager, Forbes, The Special Parent, Reuters, and CNN Money. Doug is a member of the Board of Directors of the National Alliance on Mental Illness South Carolina (NAMI SC) and The Kids Needs Foundation. He is a member of the Organization for Rare Disorders (NORD); Florida’s Voice on Developmental Disabilities (FVDD); Interagency Council of Palm Beach County for Young Children with Special Needs; the Boating & Beach Bash for People with Disabilities Planning Committee; and an associate member of the Area 9 Family Care Council Florida-Palm Beach County. After receiving a BA in Political Science from The Citadel, The Military College of South Carolina, in Charleston, SC, Doug served as a Field Artillery Officer in the US Army. He currently resides both in Folly Beach, South Carolina and Highland Beach, Florida with his wife.
Accommodations
We strive to host inclusive, accessible events that enable all individuals to engage fully. To request accommodations or for inquiries about accessibility, please contact Dr. Danielle Liso at 352-265-2241 or card-training@ufl.edu.
Contact
Danielle Liso
card-training@ufl.edu
352-265-2241