A letter of intent (LOI) is a way of communicating your desires and concerns, as well as caregiving instructions to future caregivers, guardians, trustees and advocates of dependents with disabilities.  This workshop will discuss how a LOI can be used as part of the special needs planning process.  Although not a legally binding document, it will allow future caregivers to more quickly learn how to deliver the very best care. We will also discuss the importance of family communication and successor caregiving.

Attendees of this workshop will receive a Letter of Intent document to fill in and personalize with their unique situation (Spanish version available too). 

Speakers:

Jerry L. Hulick, CLU, ChFC, ChSNC, CLTC

Ryan D. Buck, CLTC