Special Needs Documents & Links

1. Oak Wealth Advisors Letter of Intent/Care Guide Sample  –Email us to request an electronic copy of the Oak Wealth Advisors Care Guide that you can customize for your loved one.

The Ultimate Care Guide Sample for families with Special Needs members

2. View Understanding Public Benefits for families with loved ones with special needs

UNDERSTANDING-PUBLIC-BENEFITS

3. National availability of ABLE accounts by state ABLE Account Comparison by State Map, and ABLE Account Comparison by State Matrix Q3-2022

Comparison Map O USA

4. Maximum Age of School District Support by State Map.

map-thumbnail-school-support

5. Use our Supported Decision Making State Map to determine if your state currently utilizes Supported Decision Making.

6. Special Needs Trust Handbook for Trustees from the Special Needs Alliance

administering a special needs trust handbook
special needs alliance logo (SNA)

7. 2022 The Case For Inclusion Report from United Cerebral Palsy

CaseForInclusionHeader

8. Special Needs Family Services Resource Guide from Autism Speaks.

logo for autism speaks organization
autism-speaks-homepage

9. The 10 Signs of Alzheimer’s guide to evaluating whether perceived changes are due to aging or perhaps Alzheimer’s disease from the Alzheimer’s Association.

alzheimers website screenshot
alzheimers website screenshot

10. NAMI Help Line volunteers and staff have compiled this directory of outstanding resources to help you identify possible options to meet your needs. NAMI National HelpLine Resource Directory

11. Tips For Travelling With Someone With Dementia from the Alzheimer’s Association

alzheimers website screenshot

12. IEP Goals and Objectives Bank list of ideas for inclusion in IEPs —from Bend-La Pine school district in Redmond, Oregon

IEP-Goals-and-Objectives-Bank-thumb

13. Post Secondary Educational Guide —from Autism Speaks www.autismspeaks.org/family-services/tool-kits/postsecondary.

Post-Secondary-Educational-guide-thumb

14. Prepare for Emergencies Now: Information for People with Disabilities— Fema Disaster Preparedness

15. Vanderbilt Kennedy Center for Research on Human Development— a national intellectual and developmental disabilities research center – produces a wealth of useful materials including tip sheets and articles for the special needs community.

Vanderbilt Kenned Center Logo

16. Appropriate Special Needs Trust Distributions –from the Academy of Special Needs Planners.

appropriate special needs trust distributions

17. Special Needs Housing Options Guide—from the Center for Independent Futures.

alternative housing options for individuals with disabilities
Center for Independent Futures Logo

18. In 2017, research was driven by Meghan Burke, Katie Arnold and Aleksa Owen into the challenges among parents of individuals with Intellectual and Developmental Disabilities have with their future planning. To read the abstract  CLICK HERE

intellectual and developmental disabilities

19. FREE National Parks Access Card from the U.S. Government— https://store.usgs.gov/access-pass

National Parks and Federal Recreational Lands Pass

20. Supplemental Nutrition Assistance Program (SNAP)- Individual State Resource Directory.

SNAP state directory of resources map

21. Think College is dedicated to developing, expanding, and improving research and practice in inclusive higher education for students with intellectual disabilities. https://thinkcollege.net You can also find information on how to finance your students college education by clicking HERE

Think-College-icon-link
Think-College-icon-link-homepage

Links to some of our current relationships

Oak Wealth Advisors stays connected to the special needs community through active board involvement and membership in a number of organizations.

Academy Special Needs Planners Logo
Able Logo
The Arc Logo
The Arts Of Life Logo
logo for autism speaks organization
CEL-Center For Enriched Living Logo
Center for Independent Futures Logo
Clearbrook logo
Relationship-CCHI-Logo
Connect-to-Community-Logo
Foundation Fighting Blindness Logo
Have Dreams Logo
LDA Logo
Lambs Farm Logo
Lifes Plan Logo
Little City Organization Logo
Muscular-Dystrophy-Assoc-Logo
misericordia heart of mercy Logo
NAMI Logo
National-Down-Syndrome-society-logo
Northern Suburban Special Recreation Association Logo
NWSRA-logo
Our Place of New Trier Logo
Ray Graham Association logo
Total Link 2 Community Logo
United Cerebral Palsy Logo
Ups for Downs Logo
Vanderbilt Kenned Center Logo
wisconsibs.com logo

Our Special Needs Advisories

Oak Wealth Advisors has written the following resources… to assist the special needs community, not just our clients.

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Our Special Needs Services

Our Special Needs Services coordinate our wealth management services with the unique challenges faced by families with special needs members. We introduce, integrate, and coordinate services from attorneys and other specialists who serve the special needs community.
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