Applied Special Needs Planning Across the Long Arc

Applied special needs planning unfolds across years and includes life stages, family transitions, and long-term administration. This applied course teaches integrated reasoning through case-based modules. By the end of this course you will be able to adapt planning across life stages, navigate family transitions, support sustained trust administration, and coordinate with the broader care team. What you will learn: - Approaches to planning across life stages including school years and adulthood - Approaches to family transitions including deaths and changes in capacity - Approaches to sustained trust administration over decades - Approaches to coordinating with case managers and care teams - Approaches to handling specific situations including settlement funds - Approaches to revisiting plans as laws and benefits change - Approaches to teaching the next generation The course is structured around six applied modules. Each produces a written artifact: a life stages plan, a family transitions plan, an administration plan, a care team coordination plan, a specific situations response, and a long-term reflection. This course is written for families thinking across the long arc. The course is informational and does not substitute for licensed legal or financial advice. By the end you will have moved from one-time planning to sustained administration.